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.

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Michael Lau, CIMA, CRPS

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • 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
  • WY

  • Forbes/SHOOK Best-in-State Wealth Advisors, 2020, 2021

Education

  • Bachelor of Science degree in Business Management, Oakland University

Credentials

  • 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
Investing
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.

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

#1

Euromoney Private Banking and Wealth Management Survey, 2021

Best

Global private bank services, 2016-2021
Euromoney Private Banking and Wealth Management Survey, 2021

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