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Sterling Town Center 12900 Hall Road, Suite 390, Sterling Heights, MI 48313

(586) 997-1575
info@wm-plus.com
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Who We AreAbout Us

Modern Strategies<br/><em>Traditional Values</em>

Modern Strategies
Traditional Values

Experience The Plus Advantage

Wealth Management Plus is an independent firm delivering traditional wisdom through a decidedly non-traditional framework. We believe your financial life is too complex for a one-size-fits-all approach. That is why we built The Plus—a proprietary network designed to bring investment strategy, tax-forward thinking, and estate coordination together into one clear path for your success.

We are committed to an advisor-client partnership rooted in transparency and advocacy. Our mission is to simplify the complex and provide you with a unified team that works as hard as you do to protect your legacy.

Integrated Growth

Integrated Growth

We pursue consistent, tax-efficient results by synchronizing your investments with the specialized insights of our professional network.

Personal Advocacy

Personal Advocacy

Your journey is personal, and our support is proactive. Through The Plus, we manage volatility and coordinate with estate experts to protect what you've built.

Stability &#38; Predictability

Stability & Predictability

We balance market opportunities against the need for security, focusing on predictable income strategies that anchor your long-term lifestyle.

We Are Here for You
at Every Turn

How We Can Help
Mark Drouillard

Mark Drouillard, CFP®

Managing Partner

Frederick Cross

Frederick Cross,  APMA

Financial Advisor

Tracy Boch

Tracy Boch

Insurance & Annuity Consultant

Kelly Tucker

Kelly Tucker, BFA®

Financial Advisor

Zack Thalgott

Zack Thalgott

Financial Advisor

Gordon Gasche

Gordon Gasche

Senior Tax Preparer

Amanda Rodino

Amanda Rodino

Tax Preparer & Accountant

Cherie Klemm

Cherie Klemm

Client Relationship Manager

What clients say about us

“Tracy Boch and Kelly Tucker of Wealth Management Plus have been lifesavers for my family. 

When my parents needed to set up a family trust and settle into retirement…Tracy & Kelly were there.  When my dad died suddenly…Tracy & Kelly were there making sure my mother and her finances were well taken care of.   When I was offered a retirement buyout package…Tracy & Kelly were there helping me navigate a rather huge decision and setting me up to be able to retire at 56 and live comfortably. And when our mom died…Tracy & Kelly were there helping my sisters and I handle our parents estate with compassion and professionalism.  

They truly go above and beyond for their clients.”

Ro*

“Fred Cross has been my financial advisor since day one of my investing adventure. He has a very analytic approach, probably as a result of his engineering education and prior work experience which mirrors my own history. He is principled, easy to work with and genuinely cares about his clients and their financial success.  Quick to return a call and answer any question I have. I couldn't have a better person to develop and guide my investment plan.”

Jack G.*

“Thanks to Tracy and Kelly’s strategic advice, we have been able to grow our investments, reduce unnecessary risk, and plan effectively for long term goals. We never feel rushed or pressured. They are professional and responsive, and we recommend them without hesitation.”

Eric & Collette*

*Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success

Experience the Power
of Plus

Your financial life has many moving parts—it’s time they finally worked together. Let’s begin a conversation about how our coordinated network can help you protect your wealth, optimize your taxes, and secure a predictable income for the future.

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