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.