Independent Advice

Your Trusted Partner

We are an independent advisory firm – fiduciaries who are fully aligned to deliver objective advice, protect your best interests, and take care of you and your family for today and tomorrow.

Our Mission

We are committed to protecting your wealth, optimizing your financial health and creating a legacy for you and your family. This will provide you the peace of mind and allow you to focus on what matters most.

The Power of Independence

Our independence means we are committed to protecting the best interests of clients. It also means the opportunity to align ourselves with some of the top-tier resources in the industry, including our affiliation with Summit Financial, a leader in the independent wealth management space.

Objective Advice

Open Architecture

Broader Array of Solutions

Transparent Reporting and Communication

Advanced Technologies and Tools

Access to Leading Resources

Farmington Hills, MI Office

27555 Executive Drive, Suite 190 Farmington Hills, MI 48331-3550

(248) 479-4811

Sarasota, FL Office

8470 Enterprise Circle
Lakewood Ranch, FL 34202

(941) 200-0455

Let’s Talk

Protecting You & Your Family for Today & Tomorrow