Wealth Management Services

Flagstar’s financial consultants can help you explore options to establish a diverse portfolio with an appropriate asset mix of stocks, bonds, cash, and real estate.

Let our consultants build a portfolio with you based on your preferred time horizon, to help you decide what your various investments and overall asset allocation should be.

Discover how an investment policy statement can provide a roadmap to successful investing and a defense against potential financial risks. 

Get ahead of your retirement and receive guidance from a trusted Flagstar consultant on how to maximize your investment in your tax-advantaged¹  individual retirement account.

Take advantage of your employer-sponsored retirement plan with proper asset management services from our dedicated financial consultants.

Understand the benefits of a self-employed retirement plan with higher contribution limits that are vested immediately.

Explore the tax implications¹  of a potential philanthropic gesture and how that may impact your future investments.

Discover the importance of asset allocation and balancing risk against performance to yield the best results when it comes to portfolio management.

Explore various investment options and how they can help you maximize your cash flow and diversify your portfolio.