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Exceptional Experience

Customized Approach

We take the time to listen to your situation, cultivate a
comprehensive view of your financial life, and align your
portfolio in a way that we believe will help you pursue and
to achieve your goals.

Deep & Trusted Partnerships

Everything we do is centered on serving you and building highly personal relationships. We partner with successful individuals, families, and business owners throughout the country to help protect wealth, optimize financial health, and create a legacy for you and your family.

Goals and Needs-Based Planning

Our approach is to have a clear understanding of your vision and chart a course to help you and your family protect your wealth for today and tomorrow. We do so by taking a disciplined and structured approach — defining your unique goals, developing a customized investment strategy, providing clear and transparent reporting, and continuously analyzing and navigating the ever-changing markets.

We also provide access to a full network of specialists through our affiliation with Summit Financial – allowing us to not only deliver our core investment management capabilities, but also to provide targeted solutions to meet your unique and evolving needs and goals.

Comprehensive & Tailored Services

Disciplined process to create a customized portfolio, align asset allocation, and ensure ongoing monitoring and rebalancing to help you achieve your goals.

Goals and needs-based approach to understand your vision and chart a course to help you and your family protect wealth for today and tomorrow.

Structured focus on consistent savings and prudent investing to achieve and maintain your desired standard of living throughout your retirement years.

Advanced planning and coordination with your CPA, attorney and other trusted partners to help you orchestrate tax-efficient strategies to transfer wealth and shape your legacy.

Highly personal approach to help you fulfill your purpose and make a lasting difference through direct gifts, donor-advised funds, and private foundations.

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