top of page

 

 

StraitGate Financial LLC is a an independent, fee-only, financial planning firm located in South Lyon, MI.

​

Serving metro-Detroit and beyond, our firm provides comprehensive financial planning to provide a foundational roadmap for our clients and ongoing implementation to make any necessary course corrections along the way. We work with individuals, couples and families in the stage of life they are currently in.

 

StraitGate Financial LLC acts as a fiduciary, and only accepts fees for our services, never commissions.

 

StraitGate Financial LLC was established in 2001 with a mission to cultivate long-term relationships with clients built on trust, which we proudly continue to this day. Because of this, we are blessed to say we still have clients that started the journey with us twenty three years ago.

Keith Southwick, CLU, ChFC, CFP

Financial Planner

®

Keith is the founder and president of StraitGate Financial LLC. After a long career as an executive, Keith entered the financial services industry in 1994. After several years of working with companies that were only interested in selling investment products, Keith decided to follow his vision of what a financial services company should be. He created StraitGate Financial LLC in 2001 to provide clients with comprehensive financial planning.

​

Keith lives in Northville, Michigan with his wife Darlene. He enjoys reading, weightlifting, and is actively involved in his church.

 

Designations & Affiliations:

®

Dawn Malkowski

Office Manager

Dawn joined StraitGate Financial LLC in 2002 as an office assistant.  Throughout her years at StraitGate Financial LLC, she has grown her role in the company.  After graduating from the University of Michigan with a degree in Economics, she became Office Manager, overseeing the daily management of the company and much of the preparation for the planning and implementation process. 

 

Dawn lives in South Lyon, Michigan with her husband Bret and her son Colton. She loves reading and is very organized. Dawn's true love is Disney World and you can always reach out to her if you are in need of any recommendations.

®

bottom of page