OCTO Capital Wealth Management is an independent wealth management and retirement planning firm. Founded by Daniel Shub on old-fashioned values, we are committed to the financial independence and well-being of each and every client we serve.
We create written Retirement Plans and implement them through personalized investment portfolios for select families and individuals so they can enjoy financial independence and peace of mind in retirement.
As an independent firm, we represent our clients rather than any particular company. Our independence is vital to delivering objective, unbiased recommendations. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties.
Daniel B Shub, AIF®, RFC®
Daniel Shub is a 20 year veteran of the financial industry. He is the Founder of OCTO Capital Wealth Management, an independent wealth management and retirement planning firm.
Daniel is the author of the book, "Simple Steps To Wealth in Retirement", regular contributor to Kiplinger.com and In conjunction with HOUR Detroit and DBusiness magazines, Five Star Professional has recognized Daniel Shub with a 2017 Wealth Manager award.
His approach to helping clients achieve their important goals has been highlighted in countless newspaper articles, radio and TV programs, including Forbes, Bloomberg Businessweek, CNBC, Market Watch, Yahoo Finance, and many ABC, NBC, CBS, FOX affiliates across the country.
Daniel holds the Registered Financial Consultant® designation, attained the Accredited Investment Fiduciary® (AIF®) credential, enrolled in the Certified Tax Specialist designation course through the Institute of Business & Finance, has passed the Series 65 and 63 securities exam and holds Insurance license.
Daniel and his family make their home in West Bloomfield, Michigan. As a husband, father, business owner and financial professional, Daniel knows the value of trust, understanding, and close relationships.