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Purposeful Wealth Planning

Peace of Mind, Piece by Piece

Wealth doesn’t happen overnight. It takes time and patience. Waldo Wealth Partners provides comprehensive financial planning in the context of a long-term partnership. We commit to managing risks and expectations for clients each step of the way, helping them feel confident and secure in their financial situations. Our team understands that true wealth encompasses more than finances. We help our clients build the financial foundation they need to extract everything possible from life and enjoy the ride with those they love.

Our Services

Waldo Wealth Partners offers comprehensive financial services. We serve individuals and businesses in all areas of investment planning, including:

Tax Planning

Wealth Planning

Estate Planning

"Plans fail for lack of counsel, but with many advisers they succeed.”

— Proverbs 15:22

Financial planning is a complex and essential aspect of life. Seeking counsel and advice from a knowledgeable team can provide valuable insights. Waldo Wealth Partners provides objective, informed advice to help our clients make sound financial decisions. Our team creates comprehensive plans, assisting clients to align their finances with their goals.

Meet The Team

Client Service Specialist

Danielle Ferriter

Danielle is usually the first person clients see or speak with when they visit or call Waldo Wealth Partners, so she is especially conscientious of the need for excellent client service.

Her duties include scheduling appointments, assisting clients with questions, coordinating correspondence, and managing the practice. Danielle is comfortable juggling multiple duties in an organized fashion. She is also a Notary.*

Danielle joined forces with Waldo Wealth Partners at Raymond James in 2014. Before this, she raised a family after working for a decade at IBM as an Executive Assistant to VP North American Automotive Group.

When not in the office, Danielle enjoys spending time with her family at her cabin in Lakes of the North. Her hobbies are cooking, traveling, cross-stitching, listening to music, reading, boating, and snowmobiling.

*Notary services are not provided by NewEdge Advisors, LLC.

Client Partnership Officer

Caleb Sheng, Esq.

Caleb joined Waldo Wealth Partners in 2020 as the Client Partnership Officer with over a decade of legal and business experience centered around providing personal guidance through complex matters. He has worked on both the personal and corporate sides, including safeguarding family legacies via estate plans, negotiating optimal solutions to commercial disputes, and managing development for nationally known companies.

Caleb has also been involved in the municipal public sector, leading a downtown development authority to support the city’s business district through organizational growth and pandemic issues. He was also a highlighted member of the Oakland County Executive’s Oakland Together 40 Under 40 class of 2022*.

Caleb holds a Juris Doctorate and Bachelor of Arts in English and Political Science. Still, he learned the most from his late father’s character and service, which cultivated a passion for understanding the people and needs behind the facts and figures. Throughout a career of charting solutions through complex problems while balancing procedural and practical realities, Caleb has remained fixed on his north star: the client’s well-being. He brings this client-centered dedication to each Waldo Wealth Partners relationship.

Caleb spends most of his free time with family and friends, and his favorite investment is supporting children in developing countries out of poverty through Compassion International.

Founder, Financial Planner

Ian Waldo

Founder and Financial Planner Ian Waldo is a seasoned financial professional with a deep understanding of the complexities of financial planning and investment strategies. His expertise spans many areas, from assisting clients in navigating career transitions to providing comprehensive retirement planning solutions. Ian has established himself as a trusted advisor for professionals, individuals, and small business owners seeking expert guidance on their financial journeys.

Before launching Waldo Wealth Partners as an independent practice, Ian served as a Financial Advisor at Raymond James since 2007. He holds the Series 66 investment license, the Michigan life and long-term care insurance licenses, the Wealth Management Specialist, and has completed the Investment Management Consultant program.

Ian earned a bachelor’s degree in finance from the University of Michigan–Dearborn.

Ian and his family live in Novi, a suburb of Metro Detroit. Ian enjoys serving his community, supporting a variety of organizations, including Ambassadors Football, Another Way Pregnancy Center, Doorkeepers, Habitat for Humanity – Detroit, Northville Chamber of Commerce, Northville Soccer Association, Novi Right to Life, Oak Pointe Church, Plymouth Kiwanis, Salvation Army, The University of Michigan Club of Greater Northville, and The University of Michigan – Dearborn College of Business Alumni Affiliate Board.

In his free time, Ian enjoys spending time with his beautiful family and friends, traveling, playing or watching sports, listening to music, reading, and being outdoors in nature.

Marketing Associate

Katie Waldo

Katie is an experienced marketing professional who is focused on curating the ideal experience for the clients of Waldo Wealth Partners. Her duties include client communications, event planning, and other important initiatives. Katie enjoys getting to know clients personally and making them feel at home.

Katie officially joined Waldo Wealth Partners in 2019 but has helped Ian with marketing ideas and planning events even before they were married in 2013. She also stays busy raising their children. Before this, she worked as a massage therapist and a nanny. Katie earned her certificate of massage therapy from Irene’s Myomassology Institute and a Bachelor of Science from Madonna University.

When not in the office, Katie enjoys spending time with family and friends, traveling, cooking, and learning about health and nutrition.

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

Erin Corbett

Managing Director, Operations

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Resource Partners

Get In Touch

Do you have questions for Waldo Wealth Partners and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 4:30 p.m. ET, or email us at any time. We are here to serve you.