We’re Selective About Who We Work With, and You Should be Too
We work with some of the most successful families in Michigan and beyond, yet we all still put our pants on one leg at a time. Success drives but does not define our team and those we work with.
Relationships are key to our success. Our team is warm, high-touch and personal. Before we make any investment recommendations, we first want to know: What keeps you up at night? What are your goals?
Our clients have a genuine interest in how the world works and appreciate a sometimes-contrarian viewpoint. Politics, economics, technology. If it impacts your portfolio, no topic is off the table.
For us and those we work with, family comes first. We understand family dynamics and place tremendous value on supporting the smooth transition of wealth between generations.
To determine how to get you on the right path, first we have to determine if we are the right partner for you. We review your current investment statements, discuss any upcoming life events and analyze where and how we can add value.
Our clients preserve and grow their wealth for many reasons, but they share the objective of enjoying the life they built and the journey along the way.