wiseradvisor

Ryan Trevor Asti
SPC Wealth Management

Tel: (248) 458-0300
3310 West Big Beaver Road Suite 137
Troy, MI 48084
SPC Wealth Management | Financial Advisor in Troy ,MI

About SPC Wealth Management

SPC Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial independence.

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (248) 458-0300.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to help get there, and continually remind you of the importance of maintaining a disciplined approach to working towards your dreams.


General Information

Firm Start Year:   2004
No.of Employees:   5-9
Name of Broker/Dealer:   Sigma Financial Corporation
States Licensed in:   Securities licensed in: AZ, CA, CO, FL, GA, IL, IN, MA, MD, MI, MN, MS, OH,OR, TN, TX, VA, WA, WI
Number of Years with Current Firm:   16
I work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors


Services

Investment Types:   Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Video Conference, At my office, At your office, Via phone, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Accident, Annuity, Disability, Life, Long Term Care


Firm Information

Advisor's Number of Clients:   250
Advisor's Number of Managed Clients:   200
Assets Managed by Advisor:   $185,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Based on Assets



Disclaimer

Registered representatives offer securities through Sigma Financial Corporation; Member FINRA/SIPC. Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Strategic Planning Concepts is independent of Sigma Financial Corporation and Sigma Planning Corporation.

Ryan Trevor Asti

Ryan Trevor Asti

AIF®, CFP®

Mr. Asti is an advisor of SPC Wealth Management. A graduate of Michigan State University, he has devoted over nearly 20 years to the financial services industry.

After beginning his career at Sagemark Consulting, Trevor left to provide independent and objective advice to the clients of SPC. Throughout his career, he has helped clients define their financial goals and has implemented customized strategies to help them reach those goals. His areas of expertise include global asset management, retirement planning, estate planning, and tax minimization strategies. He has earned the CERTIFIED FINANCIAL PLANNER TM, CFP®, designation. The CFP® designation is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.

Trevor has extensive experience in corporate sponsored retirement plans. He is a sought after speaker on corporate sponsored retirement plan topics such as The Use of Qualified Default Investment Alternatives (QDIAs), The Pension Protection Act of 2006, and Fee Disclosure. Trevor has also earned the AIF® Designation, from the Center for Fiduciary Studies, certifying he has specialized knowledge of fiduciary standards of care and their application to the investment management process.

Trevor and his wife, Heather, reside in Rochester Hills, MI. When he is not working, he enjoys travelling and golfing with his wife and competing in the sport of swimming. He is also actively involved in his local church and community.

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My Services

Financial Planning for Businesses

We simplify the complexities of retirement plans. SPC Wealth Management helps plan sponsors deliver the highest quality program by providing services that seek to save time, reduce exposure to fiduciary liability, and promote an independent prudent process. One of the biggest challenges faced by business owners today is the need to recruit, retain and reward talented employees. A well-designed benefits package can give you a competitive advantage in the war for talent. Let us show you how our plan design differs from the rest by tying a vesting schedule to a safe harbor plan.


Financial Planning for Individuals

One of the keys to a financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. Whether you're fresh out of college, well on your way to living your dream or eagerly approaching retirement, make sure you're financially prepared to achieve a lifetime of goals. We can help you work towards reaching them with a personalized financial plan.


Financial Advice & Consulting

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual "enjoy the journey".


My Team

Tricia Bailey
Tricia Bailey
Tricia has spent nearly 20 years focusing on small and mid-market retirement plans. As a financial planning consultant with SPC Wealth Management, her primary focus is to guide plan sponsors through the ever-changing terrain of rules and regulations of non-profit and corporate sponsored retirement plans. Her role is to create an environment that promotes positive outcomes for both plan sponsors and their employees. Tricia also creates personalized financial plans for her individual clients. S ...more

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