At Downtown Wealth Partners, our passion is championing the needs of our clients. Our strategy is to listen carefully, follow up with insightful inquiries, and always put the needs of our clients first. In addition, we draw on our combined experiences working in the financial industry to assist clients on their path to financial security and independence.
Downtown Wealth Partners offers comprehensive financial services. Our team of professionals work with you to develop a well-considered plan that will help you take care of your financial demands and needs.
We founded Downtown Wealth Partners to provide personalized and tailored financial advice to clients, who are our neighbors, friends, and family. We focus on building long-term relationships based on trust and transparency. Our team is excited to bring our financial expertise to our community, and we are dedicated to helping clients achieve financial security and success.
Greg helps his clients work toward their goals through intelligent and conservative planning. In addition to employing his expertise as an advisor, he does this by being a good listener and his ability to explain financial matters in a way that any client will be able to understand.
Greg began his career as a financial advisor for Edward Jones in 2000 and joined Raymond James & Associates in 2008. He holds the Series 7, 63, and 65 licenses. He earned a bachelor’s degree in marketing from Michigan State University.
A Michigan native, he lives in Milford with his wife, Karyn, and their four children – Logan, Haylee, Sabrina, and Jayden. Greg enjoys spending time with his family and attending sporting events in his free time.
Chris Willerer, a Financial Advisor with over 20 years of experience, specializes in providing tailored advice to individuals and corporate clients in the areas of investments, retirement planning, taxation, and estate planning. His experience in the financial industry has given him the knowledge necessary to help guide his clients toward the best financial decisions in their journey toward financial security and independence.
Chris earned a degree in business from Hillsdale College, where he was a student athlete and team captain as a pitcher on Hillsdale’s baseball team. He has transferred his love of the game and helping others by coaching youth sports. Chris also enjoys reading and spending time with his Family.
Chris is married with three children, Jenny, Abby, and Jake. He and his wife, Julie, grew up in Northville and made it their home.
Tracy assists the Downtown Wealth Partners team by responding to client needs and requests in all aspects of the business. Her goal is to provide top service as accurately and efficiently as possible. Tracy brings over 20 years of experience in financial services and accounting to the team.
Tracy began her career at Edward Jones, working alongside Greg since 2001. She then joined Raymond James in 2008 and began working with Chris.
A Michigan native, she lives in Wolverine Lake with her husband, John-Marc, and their two sons, Kyle and Alex. She enjoys being outside, hiking, fishing, or just relaxing. Tracy is also a member of Orchard Grove Community Church.
Do you have questions for Downtown Wealth Partners and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 4:30 p.m. ET, or email us at any time. We are here to serve you.
Contact:
(O) 248.455.3898
(E) greg@downtownwp.com
(E) chris@downtownwp.com
(E) tracy@downtownwp.com
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