Our Team
Over 40 years of combined experience, multiple certifications, and a shared commitment to your legacy.
Investment Portfolio Management and Financial Planning Partners
Michigan Advisory Council
14 financial advisors from 7 wealth management firms in Southeast Michigan, with more than 100 years of combined experience. This council provides local partnership and deep expertise as we prepare customized financial plans.
Advanced Financial Planning Team
A national team of CFP® professionals and estate planning attorneys who provide depth on complex planning scenarios to support our clients' desired legacy outcomes.
Advanced Research Team
We have retained one of the nation's premier investment research teams, providing access to open-architecture solutions and world-class asset managers that support the investment management decisions we make on behalf of our clients.
The Private Trust Company
A nationally chartered trust company providing administrative trust and estate settlement services. Serving as trustee, co-trustee, or agent, they handle the fiduciary responsibilities of trust administration while we remain your primary advisor — keeping investment management and the client relationship in our hands as your legacy plan is carried out.