Center Street Wealth StrategiesAn Independent Firm

About Us

We understand that your life is busy and that placing your trust in a group of individuals to represent your interests is not an easy decision. With over 50 years of experience, our team has the knowledge and expertise to help manage all aspects of your financial well-being, helping our clients to spend less time worrying about finances, and more time enjoying life.

Our clients appreciate our dedication to the highest level of client service, investment research, estate and tax planning, and consistent follow through. Given the opportunity, we can provide you with confidence that comes with knowing your financial well-being and retirement lifestyle are professionally managed. Earning your trust and building a relationship takes time. We simply ask for the opportunity to show you how we can help you enjoy a more confident and higher quality of life.

Located in the heart of the historic town of Northville, Michigan our offices are easy to access from anywhere in Metro Detroit. 

We may be reached at 134 MainCentre, Northville, MI 48167 or at (248) 305-5278

Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Raymond James also provides asset custody and reporting services to our clients.




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Nicholas Bonn, CFP®
President, CSWS
CERTIFIED FINANCIAL PLANNER™, RJFS
Direct: 248-305-5526

Nicholas Bonn, President of C.S.W.S. is a Certified Financial Planner™ and Investment Advisor Representative with Raymond James Financial Services, Inc. Prior to co-founding C.S.W.S., Mr. Bonn was a Senior Financial Advisor with Merrill Lynch Global Wealth Management.  His specializations include assisting clients in preserving their quality of life through retirement, creating life long sustainable income, and risk managed investing. He is also well versed in the complexities of estate planning, tax minimization, and planning for children and adults with special needs. Mr. Bonn serves on the board and various committees of foundations and charities and is a member of The Financial and Estate Planning Council of Metropolitan Detroit.  Nicholas and his family live in Northville. 
Nicholas was recently recognized by Hour Detroit magazine in its selection of 2011 Detroit's Best Wealth Managers.


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Mark Bublitz
Vice President, CSWS
Financial Advisor, RJFS
Direct: 248-305-5493

Mark Bublitz is the Vice-President of C.S.W.S. Prior to co-founding C.S.W.S., Mr. Bublitz was a Senior Financial Advisor with Merrill Lynch Global Wealth Management. Mark has provided a diverse group of clients with outstanding portfolio management and financial advice for over 15 years. His experience and dedication are unparalleled and explain his success. Mark assists our clients in the accumulation and protection of their wealth, providing income strategies during retirement, and designing strategies to help pass that wealth on to their heirs in a tax efficient manner. Mr. Bublitz serves on the board and various committees in several non-profit organizations. Mark and his wife are long time residents of Livonia.


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Phil Spoljarick, AWMA
Financial Advisor, RJFS
Direct: 248-468-1347

Philip Spoljarick is an Accredited Wealth Management Advisor. Prior to joining C.S.W.S. in 2010, Mr. Spoljarick was a Senior Financial Advisor with Charles Schwab Private Client Group where he managed the financial affairs of high net worth families, church endowments and corporate pension plans. Having a focus on Global - Dynamic Asset Allocation and Alternative Investment strategies, Phil has helped clients manage and preserve their wealth through a variety of market conditions over the past 12 years. Mr. Spoljarick has been quoted in several financial publications including Smart Money and AOL Daily Finance. He enjoys spending time at his lake cottage in Northern Michigan, playing golf as well as volunteering at several local charity and mentoring organizations.

 

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Sam Orlando
Financial Advisor, RJFS
Direct: 248-468-1348

Sam Orlando is a Wealth Management Advisor at Center Street Wealth Strategies.  Prior to joining C.S.W.S. in 2010, Mr. Orlando was a Vice President Wealth Management Advisor at Charles Schwab.  Over the past ten years, Sam has provided comprehensive investment counsel and financial planning to high net worth individuals and families.  Sam and his wife Jill enjoy volunteering with the Boxer Haven Rescue and spending time in Northern Michigan.


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Matthew Bartel
Associate
Direct: 248-468-1805

Prior to joining Center Street Wealth Strategies, Matthew Bartel worked in the education industry, specializing in private and government third party funding sources. His experience provides clients with an in depth knowledge of cost savings strategies and funding sources for education related expenses.  Mr. Bartel also has direct experience in corporate accounting.  Matthew studied finance and economics at Western Michigan University.

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Jennifer Hunter
Client Services Manager
Direct: 248-305-5278

Jennifer Hunter is a licensed and registered  associate. Jennifer serves as the administrative and client services manager and is the primary point of contact for clients. She is responsible for responsive and accurate communication and to ensure prompt and satisfactory resolution to inquiries by clients.  Jennifer joined C.S.W.S. with over 12 years of direct experience.  She is a Florida International University graduate with a B.S. in Finance.


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Center Street Wealth Strategies
134 MainCentre
NorthvilleMI 48167
Phone: 248-305-5278
Fax: 248-305-5546
Direct: 248-305-5526
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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