Anthony Costanzo Wealth Strategist
Education
- B.S. in economics, a minor in organizational leadership, as well as an entrepreneurship certificate from Purdue University
Credentials
- Accredited Wealth Management Advisor℠ designation from the College for Financial Planning
Expertise
As a Wealth Strategist, Anthony specializes in developing and implementing goals-based wealth management plans tailored for the unique issues faced by successful business owners, C-Suite executives, individuals, and families of wealth.
Experience
Anthony works closely with individuals, families and philanthropic institutions, devising tailored wealth strategies that align with their specific needs and long-term goals. Anthony takes a consultative approach and embraces the immense value of listening. Placing clients' interests first, he engages in thoughtful ongoing dialogue to continually anticipate ever changing needs. He remains keenly attuned to each client's personal, professional, and philanthropic interests, providing the resources they need to pursue and preserve their unique legacy.
Community Involvement
Anthony is a board Committee member with Leader Dogs For The Blind in Rochester Hills. He is a member of Association for Corporate Growth Detroit Chapter, The Financial Estate Planning Council of Metro Detroit & The Council of Michigan Foundations.