Fee-Only Fiduciary Wealth Management
We provide financial planning and fiduciary investment services for individuals, families, and private foundations in Traverse City and throughout Michigan. Our approach coordinates your entire financial picture including taxes, estate planning, and investment management. We limit the number of clients to provide quality counsel and personalized wealth management solutions.

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 Can Worry Less
Work with a fee-only fiduciary financial advisor committed to your financial well-being. We understand your concerns such as selling a business, maximizing Social Security and retirement benefits, and proactive tax planning.
Get Started
Hiring us frees up your time to spend how you choose.
START BY SCHEDULING A 15-MINUTE CALL