The right path toward retirement

Norris Wealth Management Group

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Couple at the shore

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.

  • Marja Norris Profile Photo

    Marja Norris, CFP, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • IL
    • IN
    • MA
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WY

        • Wealth Advisor
        • Retirement Plan Consultant
        325 N. Old Woodward Ave
        Suite 200
        Birmingham, MI 48009
      • Gerald Norris Profile Photo

        Gerald Norris, CFP, CIMA, CRPC

        Managing Director–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • IA
        • IL
        • IN
        • KY
        • MA
        • MI
        • MO
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI

        Jerry has managed clients' portfolios through seven market cycles since 1981 and continues his financial planning focused investment advising as the Senior Portfolio Manager. Prior to 2006, he served 16 years as a Director, educating hundreds of advisors in the Great Lakes division as a speaker in the area of estate and retirement planning. With this experience and knowledge, he helps create personalized strategies and investment solutions for clients in the pursuit of their financial goals. Jerry works with each client to ensure that every aspect of their financial life – investments, insurance, legacy plans – is focused on their current needs and goals. Jerry gives the clients an excellent sense of structure as a 26 year veteran of UBS. He has also has been listed as a Top Scoring Wealth Manager, 2010, from Hour Magazine.

        Jerry graduated from Ferris State University with a bachelor's degree in pharmacy and an associate's degree in business. He has deepened his knowledge by earning the Certified Financial Planner™ (CFP®) designation, the Chartered Retirement Planning Counselor™ (CRPC®) designation and the Certified Investment Management Analyst™ (CIMA®) certification, the only financial services credential accredited by the American National Standards Institute, representing the highest level of credibility, integrity and investment consulting knowledge.

        Jerry lives in Bloomfield Hills with his wife and business partner, Marja, and their dog, Bella. Jerry enjoys boating, fixing just about anything, watching the History Channel and barbecuing year round. Jerry and Marja have two grown children, Larry and Kristen.

          • Ferris State University , Bachelor's degree in Pharmacy and an Associate's degree in Business
          • Senior Portfolio Manager
          • Retirement Plan Consultant
          325 N. Old Woodward Ave
          Suite 200
          Birmingham, MI 48009
        • Michael Oleszkowicz Profile Photo

          Michael Oleszkowicz

          Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • DC
          • FL
          • GA
          • IA
          • IL
          • IN
          • KY
          • MA
          • MD
          • MI
          • NC
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA
          • WI

              • Wealth Advisor
              325 N. Old Woodward Ave
              Suite 200
              Birmingham, MI 48009
            • Jason Braun Profile Photo

              Jason Braun, CPWA, CRPC

              Vice President–Wealth Management

              Financial Advisor

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              • AZ
              • CA
              • CO
              • DC
              • FL
              • GA
              • IA
              • IL
              • IN
              • KY
              • MA
              • MI
              • NC
              • NJ
              • NV
              • NY
              • OH
              • OR
              • PA
              • SC
              • TN
              • TX
              • VA
              • WA
              • WI
              • WY

                • Michigan State University, B.B.A. with a concentration in Economics
                • Wealth Advisor
                325 N. Old Woodward Ave
                Suite 200
                Birmingham, MI 48009
              •  Sara Bresnahan

                Sara Bresnahan

                Senior Wealth Strategy Associate

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                • CA
                • FL
                • IL
                • MI
                • NC
                • NV
                • OH
                • TX

                Sara has been in the financial services industry since graduating college in 2011. She began her career as an intern with the Norris Wealth Management Group and joined the team officially in May of 2014. Sara has a bachelor's degree in finance from Michigan State University and currently is Series 7, 66 and insurance licensed.   

                As a member of the Norris Wealth Management Group, she is responsible for helping directly with the daily financial needs of the clients. She works with the financial advisors to prepare for client review meetings, including updating of the personalized financial plans and the client's retirement blueprint. She also assists in bringing education, training, and proactive communications to all our relationships.

                Sara and her husband Nick currently reside in Beverly Hills. Outside the office, she enjoys trying new restaurants, going on walks and practicing Pilates.

                  • Michigan State University, Bachelor's Degree in Finance
                    325 N. Old Woodward Ave
                    Suite 200
                    Birmingham, MI 48009
                  • Kimberly Gillen

                    Kimberly Gillen

                    Client Associate

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                    • CA
                    • FL
                    • MI
                    • NC
                    • NV

                    Kim joined the Norris Wealth Management Group in January of 2018. She has 25 years of customer service experience and is Series 7 and 66 licensed.

                    As a member of the Norris Wealth Management Group, Kim assists in helping clients with their daily financial needs as well as in meeting preparation and follow up.

                    Kim is an avid Detroit Tigers fan and a proud grandmother to Anthony & Audriana. Outside the office Kim enjoys traveling, cooking, and spending time with family and friends.

                          325 N. Old Woodward Ave
                          Suite 200
                          Birmingham, MI 48009
                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        A team approach

                        A team approach

                        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

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager