More Than Financial Advisors We Are Your Trusted Partner

We believe true financial freedom creates the foundation for pursuing both achievement and joy, helping our clients find the perfect balance between securing tomorrow and living fully today. Through thoughtful collaboration, we help build futures where success and happiness thrive together.

What We Do

The passion of our financial advisors is to help people find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you achieve.

Our Team

At Two Bird Wealth Strategies, we’re all about helping you plan for the future with confidence. Our Ann Arbor based team is here to offer experienced guidance, personalized strategies, and a down-to-earth approach to wealth management. Get to know the people who are ready to support you every step of the way.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

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Webinar: A Proactive Approach to Tax Planning

Webinar: A Proactive Approach to Tax Planning

Are you ready to become wiser about your wealth? Learn about smart tax planning in A Proactive Approach to Tax Planning: Safeguarding and Growing Your Lifetime Wealth, now available for viewing. In this on-demand webinar, Carson’s Managing Partner and Chief Tax...

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