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Colin Overweg

Advisor at Advize Wealth Management

Updated today
Advize Wealth Management logo

Firm

Advize Wealth Management

Location

Rochester, MI 48307

Credentials

CFP®, Series 66

Industry experience

11 years

About

Colin Overweg is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Advize Wealth Management in Rochester, MI, where he has worked since 2018, following roles at Waddell & Reed, Inc. and Cetera Advisors LLC. He is also licensed to sell life and health insurance and may receive additional compensation from these sales. Advize Wealth Management serves individual and high-net-worth clients with wealth management, investment management, financial planning, and employee benefit plan advisory services. The firm emphasizes asset allocation and predominantly passive investing, utilizing index funds, ETFs, and technology-driven model portfolios.

Client services

Based on Advize Wealth Management

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Advize Wealth Management

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning

Occupation focus

Based on Advize Wealth Management

Founder/Business Owner

Fee options

Fixed

Project-Based Financial Planning fixed fees range from $500 to $20,000

Percentage

$0 - $250,000: 1.20% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: Flat $18,000 per year

Other

Minimum fee: Minimum annual fees of $1,200 for individuals and $1,800 for couples for Comprehensive Financial Planning Services Fee-only: Fixed fees for Comprehensive Ongoing Financial Planning ranging from $1,200 to $20,000; Project-Based Financial Planning fees range from $500 to $20,000

Location

429 S. Main Street

Rochester, MI 48307

Most active in

California · Michigan · Texas

Work history

WealthSource Partners, LLC

2022 - 2022 (1 year)

Advize Wealth Management, PLLC

2020 - Present (6 years)

Advize Wealth Management, PLLC

2018 - 2020 (2 years)

Waddell & Reed, Inc.

2016 - 2018 (2 years)

Cetera Advisors LLC

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Founder/Business Owner Executive Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

ESG / Sustainable investing Equity compensation tax strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
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Daniel S

Series 63, Series 65

Bingham Farms, MI

Octo Capital, LLC

Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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Douglas N

CFP®, Series 63, Series 66

Clinton Twp, MI

Our Investment Guy

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy
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Philip M

Series 65

Lake Orion, MI

PDM Investment Services, LLC

Retirement income strategy Social Security optimization Tax-loss harvesting Active portfolio management Income planning
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Bassam S

Series 63, Series 65

Orchard Lake, MI

Objective Investments, LLC

Active portfolio management Options & derivatives strategies
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