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Wealth Management

Each relationship is customized around you – our client.

 

 

Focused on you, your family, and your business

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Client-centric

Flagstar Private Bank's approach is centered around a single point of contact banker who has access to lending, banking, and wealth solutions.

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Customized solutions

We maintain an independent, objective, and client-centric lens in each dimension of your relationship.

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Results-driven

Our focus is on your goals and getting you where you want to go.

Wealth solutions for yourself, your family, and your business

Make informed decisions with guidance from talented specialists who understand your goals and needs. We bring experience and responsive support to your finances.

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Financial Planning

Managing complexities and staying focused on what matters most – you and your family’s specific near and longer-term needs – is at the heart of our financial planning work. 

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Investment Management

Our experience with investment management allows us to efficiently assess and build portfolios and strategies that help you work towards meeting your desired outcomes.

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Insurance Solutions

Let's find the right mix of policies to protect your family, offset risk, and invest in your future.

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Retirement Plan Services

Flagstar Advisors offers fiduciary, administrative, and enrollment expertise to help steward your plan today and tomorrow.

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Business Benefit Solutions

Stay competitive with tailored benefit solutions for your employees and executives.

Dedicated to helping advance your financial goals

At Flagstar Advisors, we are committed to helping you reach your financial goals. Effectively protecting and growing your wealth while minimizing risk demands professional focus and informed, well-researched planning and solutions.

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About Flagstar Advisors

Explore our single point of contact culture.

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Our investment philosophy

Personalized portfolio construction.

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How to get started

Let's explore the possibilities together.

Each relationship is customized around you

We have built our business by developing relationships that last a lifetime. We do this by partnering with individuals, families, and their charitable organizations, businesses, and professional practices.

Flagstar Advisors, Inc., Member FINRA/SIPC, is a registered broker-dealer, registered investment adviser, and licensed insurance agency. Flagstar Advisors is a wholly owned non-bank subsidiary of Flagstar Bank, N.A. Flagstar Bank, N.A. is not registered as a broker dealer or investment adviser. Securities and Insurance products offered through Flagstar Advisors are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value


Neither Flagstar Advisors nor its employees or agents provide tax or legal advice. You must consult your tax and legal advisors regarding your personal circumstances. No information contained herein should be considered a recommendation or solicitation to invest in a particular security or type of security.

The material provided is for information purposes only and should not be considered an offer to buy or sell, a solicitation of an offer to buy or a recommendation for any specific securities or products. Before investing in any product or services, consider the investment objectives, risks, charges, and expenses. For fund purchases, a prospectus is available containing this information. Read it carefully prior to making any investment decisions and retain it for your future reference.

Wealth management refers to products and services available through various services providers of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. Your representative will receive compensation in connection with providing advice or service. It is important to understand the differences when determining products and/or services to select.

Flagstar Advisors only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by FINRA or the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.

Flagstar Bank, N.A., and Flagstar Advisors comply with Section 326 of the USA PATRIOT Act. This law mandates that we request certain information about you while processing your account application. This information is utilized to verify your identity.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.