Custom Wealth Management

Custom Wealth Management, LLC is a registered investment advisor founded in March 2026 and based in Plymouth, Michigan. Led by Michael Windle, Custom Wealth Management offers personalized investment management and financial planning services. The firm specializes in managing portfolios using a mix of equities, exchange-traded funds, mutual funds, fixed income, cash, and structured notes, with a particular emphasis on active structured note portfolio management. Investment management is conducted on a discretionary basis, meaning Custom Wealth Management makes day-to-day trading decisions on behalf of clients based on their agreed-upon investment plans. In addition to portfolio management, Custom Wealth Management includes financial planning services covering retirement, tax strategies, estate planning, insurance, and cash flow analysis as part of its investment management engagements. Standalone financial planning and hourly consulting are also available for clients who do not use investment management services. Custom Wealth Management primarily serves individuals, high-net-worth individuals, families, and trusts.