FOR ALL YOUR FINANCIAL GOALS

CONNECT

Address:

38800 Garfield Road, Suite 110
Clinton Township, MI 48038

Phone:

(586) 228-0260

Fax/Other:

(586) 228-2322

Adrian J. Paich, AIF®, CES, MA, MBA

Adrian J. Paich, AIF®, CES, MA, MBA

Partner

Adrian J. Paich has been a member of the Masen Frantz Wealth Management Group for 22 years. Along with his experience in investment strategies, Adrian has taught investment classes in several Macomb County school districts. His educational background consists of an Associates Degree in Business from Macomb Community College in 1986, a Bachelor’s Degree in Business from Central Michigan University in 1989 and a Master’s Degree in Business Administration with a concentration in finance and investments from Wayne State University in 1992. Adrian’s focus is in the areas of fixed, variable and indexed annuities, mutual funds, 401(k), 403(b), traditional and Roth IRA’s, life/health/disability insurance, college savings plans, and other key financial tools used in sound financial planning. His main philosophy revolves around understanding tax laws to benefit his clients by taking advantage of tax-managed investment strategies and risk management.

With his focus in estate planning, Adrian is a certified Estate and Trust Specialist from the Institute of Business and Finance. He helps his clients to transfer wealth to their loved ones by minimizing their tax burden.

Adrian has a tremendous passion for teaching, coaching and working in the area of investment. He has resided in Macomb, Michigan for over 50 years, and is married with two children. He loves spending time with his family and has coached basketball for 28 years for his church and loves to play basketball, tennis, golf and softball in his spare time. He believes that his trademark in the investment profession is service beyond expectation.

Phone (586) 228-0260 Ext. 105
Fax (586) 765-0782
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck