At Cubit Wealth Management, we care about more than just your financial interests. We care about understanding your goals and important life milestones, getting to know your family, and learning what matters most to you. In fact, we have built our practice around helping our clients financially prepare for their future with actionable plans tailored to their specific wants and needs.
Financial Planning, Carefully Calibrated To Your Specific Goals.
Cubit Wealth Management supports clients with retirement planning, investment management, risk management, tax planning, estate planning, business succession planning, family office wealth management, and charitable planning.
Plan For Life’s Big Changes
We help clients plan and prepare for life’s big changes. Whether it is supporting a growing family or transitioning from a corporate career, change is not always easy. Clients need measurement and prudent planning to help facilitate a smooth transition. Our goal is to handle the planning so that you can enjoy life.
Your Private Wealth Advisors
With his CFP® professional designation and over 15 years of industry experience, Chris understands the diverse wealth planning needs of high net-worth individuals and families. As a Private Wealth Advisor, he leverages his passion and expertise to develop meaningful relationships, build actionable plans, and create customized portfolios, allowing his clients to both protect and grow their wealth while navigating complex markets and transitions in life.
Chris brings an efficient and experienced approach to managing wealth. His systematic research combined with a personalized, white-glove communication style attempts to keep the complicated and ever-changing market “simple”. His diverse experience with private wealth has brought about deep relationships within multiple generations of families and several charitable foundations.
Chris and his wife Jocelyn are currently raising a young family of 3 children under 5 years of age. Along with his family, Chris is an active parishioner of his local Catholic Church, a member of the Knights of Columbus, and a 32˚ Scottish Rite Master Mason. He participates in his alumni events with Detroit Catholic Central high school and the University of Michigan.
Richard specializes in portfolio management for high-net-worth investors with concentrations in wealth planning and financial planning for the retirement field. He is an assertive, results-focused professional with nearly three decades of industry experience. As a Private Wealth Advisor, Richard leverages his passion and expertise to develop meaningful relationships and build actionable plans and customized portfolios, helping clients aim to protect and grow wealth while navigating complex markets and transitions in life.
Richard entered the securities industry in 1986 after teaching at Wayne State University, where he completed both his master’s and doctoral work. He first worked as an advisor with E.F. Hutton and Company before moving companies and being appointed as National Director of Institutional Consulting for Prudential Securities in New York City. Next, Richard joined Fox Asset Management in Little Silver, New Jersey, as head of Research and Portfolio Management for Institutional accounts.
Moving back to Michigan after the loss of his oldest child, he joined PNC Bank to serve as Senior Portfolio Manager for Trust Assets. Then he served as the Senior Manager of Investment Research for Captrust of Raleigh, North Carolina, before transitioning to a Private Wealth Advisor for Executive Wealth Management in Northville, Michigan, where he remained until joining Cubit Wealth Management.
Richard currently serves as faculty for the Ilitch School of Business Department of Finance, Graduate Division of Wayne State University.
With his CRPC® designation and 30 years of experience in the financial services industry, Ken has helped clients with financial planning, income and retirement planning, and portfolio management throughout his esteemed career. He will continue to provide friendly, high-quality service as a Private Wealth Advisor at Cubit Wealth Management.
Before joining the Cubit team in 2023, Ken enjoyed a 30-year career as a financial advisor at Merrill Lynch, most recently serving in the Dearborn, MI, branch. Prior to becoming a financial advisor, he worked as a stockbroker for Shearson Lehman in Detroit.
Ken lives in Chelsea, MI, with his wife of over 40 years, Nancy. They are members of St. Mary’s Catholic Church. They have two daughters, Sara and Jenna. Ken is an outdoors enthusiast.
live life on⚬
live life on⚬
live life on⚬
live life on⚬
live life on⚬
your own terms⚬
your own terms⚬
your own terms⚬
your own terms⚬
your own terms⚬
Send A Message
Do you have questions for Cubit Wealth Management and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 6:30 p.m. ET, or email us at any time. We are here to serve you.
Phone:
248.910.0970
Email:
ckubert@cubitwm.com
