Who We Serve

Who We Serve
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Our mission is straightforward: Develop plans and construct portfolios designed to meet and exceed your expectations.

At Main Financial Wealth Management, we partner with a wide range of clients across Michigan and nationwide. We focus on crafting comprehensive, data-driven strategies that align with your unique goals and priorities.

Retirement “Red-Zone”

The “retirement red zone” marks a pivotal time in your financial life—the five to ten years before and after you retire—when your decisions can greatly shape your future.

If you’re 55 or older and nearing retirement, this is the time to focus on safeguarding your savings, managing risks, and creating a dependable income plan. With less time to recover from market downturns or financial missteps, the stakes are higher, but with the right strategies in place, you can confidently move into retirement, knowing your hard work is protected.

Proper planning can set the stage for the retirement lifestyle you’ve worked hard to create.

Advanced Planning & Strategies for High-Income Earners

We specialize in working with high-income earners who require sophisticated financial strategies to manage their wealth effectively. Our clientele includes medical professionals, attorneys, law firm partners who navigate complex income structures, corporate executives managing substantial stock options and bonuses, entrepreneurs looking to grow and protect their business assets, professional athletes with unique earnings and career challenges, and architects balancing creative and financial demands. 

We provide tailored financial advice, investment management, tax planning, and estate planning to ensure that our clients meet their financial goals and secure a prosperous future for themselves and their families.

Auto Industry Professionals

We specialize in helping auto industry professionals navigate the unique challenges and opportunities that come with their careers.

Whether you’re an executive, engineer, or production specialist, our tailored financial strategies address your needs, from tax-efficient wealth management and retirement planning to navigating succession or business transitions.

With our deep knowledge of the auto industry, we’re here to help you build, protect, and grow your wealth while you focus on driving your career forward.

Building Your Independence

Our experts can custom-build the components of your financial plan to benefit you and maximize your financial gain. 

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Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State(s) Jordan Main and Adam Freund are registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.