Let's move forward. Together.

Double Eagle Wealth Management

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Three generations on beach

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James Belknap

    James Belknap

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Jim has 36 years of experience providing comprehensive wealth management solutions to high net worth individuals, business owners, and their families. Jim and his team provide the following wealth management services: asset and liability management, cash flow and liquidity management, trust and estate planning, insurance planning, and charitable planning. Early in his career, Jim worked as a CPA in the tax department at KPMG. This experience keeps him sensitive to the tax implications of recommended strategies. Jim graduated from the University of Notre Dame with a Business degree. He is an avid golfer and college football fan.

      • University of Notre Dame, Bachelor of Science in Business Administration: 1976 - 1980
        Financial planning
        Retirement planning
        Estate planning strategies
        Philanthropy
        Lending services
        Multi-generational families
        Business owners
        Education planning
        325 N. Old Woodward Ave
        Suite 200
        Birmingham, MI 48009
      • John Sicklesteel profile photo

        John Sicklesteel, CFP, CIMA

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IA
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        John joined UBS in 2000 following his position as a financial advisor at Prudential Securities. John earned a Bachelor of Science degree in Business Administration with a double major in accounting and finance. He has also earned his CFP® (Certified Financial Planner); Certified Investment Management Analyst (CIMA®); and Wealth Advisor designations.  In 2014, John earned the title of Senior Portfolio Manager, a designation that recognizes an advanced level of expertise in professional portfolio management. John served as the former Fundraising Chairperson for the Council of Asian Pacific Americans (CAPA) and has given his time to the Hope Warming Shelter in Pontiac.  John resides in Lake Orion with his wife and two sons. He enjoys golf, fishing and outdoor activities with his family, as well as coaching youth sports such as the Lake Orion Youth Wrestling Club (LOYWC).

        • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        • Bachelor of Science in Business Administration, double-major accounting and finance, Central Michigan University
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Investment Management Analyst®
        • Senior Portfolio Manager
        • Wealth Advisor
        Financial planning
        Long-term care planning
        Retirement planning
        Legacy planning
        Investing
        Custom portfolios
        Alternative investments
        Corporate executives
        2301 West Big Beaver Road
        Suite 800
        Troy, MI 48084
      • Michael-Lau

        Michael Lau, CIMA, CRPS

        Managing Director–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IA
        • IL
        • IN
        • KS
        • MA
        • MD
        • ME
        • MI
        • MO
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        Mike has over 37 years of investment management experience and is a leader in the industry, joining UBS in 1987. Mike holds a Bachelor of Science degree in Business Management from Oakland University and earned his Certified Investment Management Analyst (CIMA®) designation in 2007 from the Wharton School at the University of Pennsylvania.   He also earned the Wealth Advisor designation from UBS in 2008 and his Chartered Retirement Plans Specialist (CRPS®) designation in 2017.   Mike has been involved in a number of charitable and fundraising activities within the community, including the Older Person’s Commission of Rochester; Oakland University, Blessings in a Backpack and Leader Dogs For The Blind. Mike resides in Rochester Hills with his wife, daughter and son.  He enjoys community and family focused activities including: coaching youth sports programs, golf and classic automobiles. CA License #0G60870

        • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        • Bachelor of Science in Business Management, Oakland University
        • Certified Investment Management Analyst®
        • Chartered Retirement Plans Specialist℠
        • Wealth Advisor
        Financial planning
        Long-term care planning
        Retirement planning
        Investing
        Alternative investments
        Structured products
        401(k) plan services
        Lending services
        2301 West Big Beaver Road
        Suite 800
        Troy, MI 48084
      • Patricia Whitney

        Patricia Whitney

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IA
        • IL
        • IN
        • KS
        • MA
        • MD
        • ME
        • MI
        • MO
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WY

        Patty has practiced Wealth Management for over 30 years and has been with UBS since 2009. Patty employs a holistic process to wealth management which begins with helping clients define their life and legacy goals. She then guides them through a planning process that assists with cash flow and liquidity management that gives them peace of mind as they prepare to meet those goals. In addition, she assists clients with asset allocation, portfolio management, risk protection, charitable giving, and the intergenerational transfer of wealth. Patty earned a Bachelor of Science degree in Business Administration from Marquette University and is an avid MU basketball fan. Patty is Treasurer of Variety Detroit, The Children’s Charity. She enjoys travel, skiing, golf, and boating. Patty raised 2 sons and lives in Bloomfield, MI.

          • Marquette University, Bachelor of Science in Business Administration: 1979 - 1983
            Financial planning
            Long-term care planning
            Retirement planning
            Estate planning strategies
            Philanthropy
            Legacy planning
            Business succession
            Women investors
            325 N. Old Woodward Ave
            Suite 200
            Birmingham, MI 48009
          • Michael Belknap

            Michael Belknap, CFP

            Financial Advisor

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            • AZ
            • CA
            • CO
            • CT
            • DE
            • FL
            • GA
            • IA
            • IL
            • IN
            • KS
            • KY
            • MA
            • MD
            • ME
            • MI
            • MO
            • NC
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OR
            • PA
            • RI
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI
            • WY

            Michael joined UBS in 2020 after his role as a Client Advisor at J.P. Morgan Asset Management.  His responsibilities included delivering insights on markets, portfolio construction, & investment alternatives to financial advisors in upstate New York.  This position was integral in helping financial advisors develop highly effective investment solutions to meet the financial goals & objectives of their clients.

            Michael has earned his CFP® (CERTIFIED FINANCIAL PLANNER™) designation and is enrolled in the Wealth Manager Development Program at UBS. He earned a Bachelor of Science degree in Business Administration from Marquette University with a double major in finance and supply chain management.  Michael enjoys golfing, skiing, music and college basketball.

              • Marquette University, Bachelor of Science in Business Administration: 2009 - 2013
              • CERTIFIED FINANCIAL PLANNER™
              Financial planning
              Education planning
              Retirement planning
              Investing
              Asset allocation
              325 N. Old Woodward Ave
              Suite 200
              Birmingham, MI 48009
            • Edward-Peck

              Edward Peck

              Senior Registered Client Associate

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              • AZ
              • CA
              • CO
              • CT
              • FL
              • IL
              • MD
              • ME
              • MI
              • NC
              • NY
              • OH
              • PA
              • SC
              • TN
              • TX
              • UT
              • WI

              Ed has over 37 years of experience in the financial industry with a strong background in the securities industry. Ed holds a Bachelor of Science degree in Business Management from Oakland University.  He joins Double Eagle Wealth Management most recently from Morgan Stanley with an extensive knowledge of brokerage industry regulations and procedures. He is a Senior Registered Client Services Associate. Ed lives in Waterford with his wife and daughter.  In his spare time, he enjoys boating and golfing.

                • Bachelor of Science in Business Management, Oakland University
                • Senior Registered Client Associate
                2301 West Big Beaver Road
                Suite 800
                Troy, MI 48084
              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Tailored lending and cash management

              Tailored lending and cash management

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              Global leader

              UBS is a world-leading wealth manager

              #1

              Euromoney Private Banking and Wealth Management Survey, 2022

              Best

              Global private bank services, 2016-2022
              Euromoney Private Banking and Wealth Management Survey, 2022

              Insights

              So, is your brain aging you?

              Please join us for a Webinar event held on November 30th by Dr. Marc Milstein! Click here for more details.