Is our firm a fit for you?
We limit the number of clients we work with to provide quality counsel and custom wealth management solutions.
We take on clients who:
Prefer a coordinated approach to managing tax, legal, and estate challenges, and value a professional partner to assist in navigating the process
Are looking for a long-term partnership with a professional team that provides more than investment management
Have at least $750,000 in investable assets (though we occasionally work with clients who have less if we feel their values align with ours)
Value a trusted advisor who can take care of their families throughout multiple generations
Prefer to delegate the role of financial management to an experienced advisor, so they can enjoy life and focus on doing what is most meaningful
If the above sounds like you, we would love to connect.
Call us at (231) 421-7711
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13919 S W Bay Shore Drive, Suite 106
Traverse City, MI 49684