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Viorica Fuchs

Advisor at Jay A. Fishman, Ltd

Updated today
Jay A. Fishman, Ltd logo

Firm

Jay A. Fishman, Ltd

Location

Troy, MI 48084-4108

Credentials

Series 65

Industry experience

13 years

About

Viorica Fuchs is a financial advisor at Jay A. Fishman, Ltd with 13 years of industry experience. She holds the Series 65 designation and has been with Jay A. Fishman, Ltd since 2002. Jay A. Fishman, Ltd provides fee-based, discretionary portfolio management and investment counseling for high-net-worth individuals, families, corporations, charitable institutions, and select institutional clients. The firm emphasizes independent fundamental research and a long-term, conservative investment approach, focusing on mid-to-large-cap growth-at-a-reasonable-price equities and quality fixed income, with concentrated portfolios managed for low turnover.

Client services

Based on Jay A. Fishman, Ltd

Portfolio management

Expertise

Based on Jay A. Fishman, Ltd

Wealth management Private / alternative investments Tax-loss harvesting

Occupation focus

Based on Jay A. Fishman, Ltd

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.50% annually

Other

Account minimum: $1,000,000 Fee-only: Investment advisory fees only; no commissions or other compensation received.

Location

901 Wilshire Drive, Suite 555

Troy, MI 48084-4108

Most active in

Florida · Michigan

Work history

Jay A. Fishman, Ltd.

2002 - Present (24 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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Eldin F

Series 63, Series 65

Southfield, MI

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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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John C

Series 63, Series 65

Grosse Pointe Farms, MI

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Active portfolio management Options & derivatives strategies Concentrated stock management
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Daniel S

Series 63, Series 65

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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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David U

Series 66

Berkley, MI

Underhill Investments, LLC

ESG / Sustainable investing
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