Initial Meeting

  • What to Bring - Start here to gather information needed to begin the financial planning process. ​However, we are happy to get started with as much or as little information as you want to bring in to the first meeting.
  • ​Money Personality - What type of investor are you?

Privacy Policy

Client Agreement

  • Client Engagement Standards - How we work with you and what you should expect.

Our Process

LOCATION

CONTACT US

OCTO Capital Wealth Management
39533 Woodward Avenue, Suite 305
Bloomfield Hills, MI 48304
Phone: 248-731-7729

OCTO Capital, LLC is a Registered Investment Advisor
All rights reserved © OCTO Capital, LLC

​Privacy Policy
Disclaimer

FOLLOW

    STAY IN TOUCH
​*We may only transact business in those states in which we are registered, or qualify for an exemption or exclusion from registration requirements.
Fiduciary Financial Advisor in Michigan, Servicing Bloomfield Hills, Troy, Rochester, Auburn Hills, Birmingham, West Bloomfield, Sterling Heights, Commerce, Walled Lake, Beverly Hills, Franklin, Walled Lake, Farmington Hills, Novi, Livonia, Clarkston, Macomb, Ann Arbor, Orion Twp, Clawson, Royal Oak, Southfield, and surrounding areas, Specializing in Retirement Planning and Low-cost Index Investment Management grounded in Nobel-prize Winning Academic Research. Dimensional Fund Advisors DFA approved provider.