Our team is honored to partner with clients to help develop and pursue their legacy and life goals. Our passion stems from the belief that we each are unique in our purpose during this lifetime, and each of us has goals that we want to fulfill for ourselves and our loved ones.
We have created a team of professionals that together hold multiple certifications and have over 70 years of great experience. Working in partnership with you, we provide options and seek solutions to help you get where you want to be in life.
We welcome you to connect with us. Please contact us for a meeting request. We can provide zoom meetings, over the phone or in person.
Our team is honored to partner with clients to help develop and pursue their legacy and life goals. Our passion stems from the belief that we each are unique in our purpose during this lifetime, and each of us has goals that we want to fulfill for ourselves and our loved ones. We have created a team of professionals focused on helping you develop your unique Legacy. Working in partnership with you, we provide options and seek solutions to help you get where you want to be in life.
We accomplish this through the three main tenants that define our team below.
We engage our clients in the way we would want to be treated: with open and impartial recommendations. We pride ourselves on developing strong relationships with our clients, and this intimacy between financial professionals and clients tends to result in financial plans that are better suited to meet your needs. Our financial plans are not canned sales tools intended to sell products; they are individually tailored to find the best solution to fit your financial success.
Our impartial approach requires an independent broker/dealer—one who does not offer any proprietary products or investments. With this in mind, we have chosen to work with Commonwealth Financial Network®. Commonwealth is the largest privately owned independent broker/dealer in the United States, which provides a partnership that is focused on supporting its financial advisors and their clients. Utilizing an independent firm allows us access to open-architecture solutions for our clients and to world-class asset managers.
One of the tangible benefits to our clients is the depth and breadth of our professional team. In addition to our firm’s talented individuals, we have engaged with seasoned financial professionals,
both locally and nationally, to bring different perspectives and fresh ideas to the table. Incorporating this group of financial planners, portfolio managers, and fiduciary professionals helps us to craft the best plan for each client's situation.
Locally, we have partnered with the Michigan Advisory Council, which is made up of 5 financial advisors from 4 wealth management firms in Southeast Michigan, with more than 60 years of collective investment and economic expertise. This council meets on a monthly basis to provide cutting-edge economic data from various sources and client experience best practices. During the monthly meetings, each asset class is evaluated for the best investment opportunity for our clients and quarterly the relative weightings between the asset classes are evaluated based on current global market factors.
Nationally, we have partnered with Commonwealth's Research team of 22 highly qualified investment professionals with a collective experience of more than 100 years. This Commonwealth team currently has 9 Chartered Financial Analysts (CFAs) and 9 Chartered Alternative Investment Analyst (CAIAs). This valuable Research team provides evaluation and research directly to us regarding our portfolio construction on a monthly basis and provides daily market and economic update calls.
Locally, we are members of the Washtenaw Estate Planning Council, which includes estate planning attorneys, CPAs, and investment professionals who get together four times a year to learn and review current laws and trends that affect our clients.
Nationally, we have partnered with Commonwealth’s Advanced Planning team of CERTIFIED FINANCIAL PLANNERTM professionals and estate planning attorneys. This team provides us with a partnership of deep expertise as we prepare the customized financial plans.
We also have teamed up with Bank of Oklahoma, which has more than 135 trust, fiduciary, and investment officers. Trust officers from the bank come to Michigan regularly to meet with clients and become part of their personal service team. This allows us to facilitate comprehensive fiduciary services to our clients for a seamless experience when full trust services are needed.*
*Trust services provided through fiduciary partners are separate and unrelated to Commonwealth.
Simply stated, we do not provide a product. Our wealth management service is about replacing products with a process. Instead of picking the hottest stocks, we rely on a strict investment methodology to help ensure that our clients’ portfolios are aligned with their best interests. Instead of trying to sell a particular life insurance policy, we assess your personal goals and needs before considering what sort of insurance might be appropriate. Instead of selling you a high-load mutual fund, we scour the universe of low cost, no-load investment options to develop the right portfolio for you. As a process-driven, independent wealth management firm, we seek to provide invaluable financial guidance to high-net-worth individuals with complex planning needs. Our process takes into consideration the following core focal points: