1301 W. Long Lake Rd Suite 115 Troy, MI 48098

New Client Portal


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Welcome to William Mack & Associates, Inc.

As a fiduciary and fee-only advisor, we at William Mack & Associates, Inc. (WMA) place your interests before our own. As a result, you receive objective and independent advice.

WMA offers a unique holistic approach that answers the most common client question: "Are we doing everything we should be doing in order to achieve our goals?"

We have been providing highly personalized financial planning and investment management services for the past 30 years. We serve families across multiple generations, providing high quality service and support to all family members, regardless of their level of personal wealth.

In addition to multi-generational families, our clients include affluent individuals, corporate executives, health care and education professionals, and retirees.

Thank you for visiting our website. We appreciate the opportunity to serve you.


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Financial education is important to us.
We share educational articles, market updates, and breaking news that
can help you make important financial decisions.

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Simple four-step Approach

The Initial Client Introduction

Our client relationships typically begin with a referral to WMA from a friend, family member, co-worker, or a tax/legal advisor—as we do not advertise or conduct public seminars as ways to grow our firm. After a brief initial phone call, we schedule a complimentary no-obligation initial consultation.

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Developing a Plan

Should you decide to move forward with our firm and become a Retainer Client, we would then go to work gathering all of the data that is pertinent to your goals and objectives.

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Implementing the Plan

The next phase is devoted to reviewing the strategies that we have devised, and to discuss the logistical steps that will be taken to implement the plan.

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Monitoring the Plan

With a plan in place, it will now be important to monitor your progress. Monthly investment statements are sent directly to you from the custodial firms such as Charles Schwab & Co. Inc.

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Meet The Team

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Contact Us

You work hard, and life’s been good to you. You’re planning ahead, and want to know you’ll have the resources you need to
provide the lifestyle you want – for you, and your family. We’ll help keep you on the right path by combining investment strategies
with a financial plan designed to preserve what you have, while achieving what you want. In an ever-changing world, we’re driven by what’s right for you.

Lets Work Together

Our Offices

1301 W. Long Lake Rd
Suite 115, Troy, MI 48098
Phone: 248-643-4310
Fax: 248-643-8205

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Investment Updates

Copyright © 2024 William Mack & Associates, Inc - All Rights Reserved.

WMA is a fee only Registered Investment Advisor registered with and regulated by the United States Securities and Exchange Commission. The term “fee only” means WMA is only compensated in the form of advisory fees paid by WMA’s clients.

WMA is limited to providing advisory services to the residents of Arizona, California, Florida, Illinois, Michigan, New York, South Carolina and Texas, and other states where WMA is noticed filed or is exempt from notice filing. Most, but not all states permit an investment adviser to have a minimum number of clients before notice filing is required, providing the adviser does not have a physical presence (office) in the non-resident state.

As Required by the SEC, below are the links to our ADV and our Client Relationship Summary.

ADV Part 2A