The right moves for your financial future

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.


Michael Lau, CIMA, CRPS

Managing Director–Wealth Management

Financial Advisor

Mike has over 40 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

Registered States:
  • 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
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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.
  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • Bachelor of Science degree in Business Management, Oakland University


  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Long-term care planning
Retirement planning
Alternative investments
Structured products
401(k) plan services
2301 West Big Beaver Road
Suite 800
Troy, MI 48084
  • (248) 649-7538

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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Outlook on interest rates


UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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UBS is a leading and truly global wealth manager