Fee-Only Fiduciary Wealth Management

For individuals, families, and private foundations in Traverse city and throughout Michigan. We coordinate your entire financial picture including taxes, estate planning, and investment management.

Discover

Discover how to simplify your financial picture with a coordinated approach.

Plan

We devise a plan to proactively reduce taxes, manage investments, and coordinate your estate.

Protect

Reduce your risk and avoid costly financial mistakes.

Live

Enjoy financial independence. 

We Do More So You Worry Less

Work with a fee-only fiduciary financial advisor committed to your financial well-being. We understand your concerns such as selling your business, generating consistent income, reducing taxes, managing your investments, coordinating your estate, and maximizing retirement benefits such as Social Security.