Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Offices:
They utilize advanced planning techniques and investment strategies to help high-net-worth families, businesses and nonprofit organizations mitigate risk, achieve better outcomes, and ease their administrative responsibilities.
We have vast experience and expertise in investment management, estate planning, tax planning and preparation, nonprofit financial management, holistic wealth management, and much more.
Not from Detroit? Our advisors are not bound by geography. They work with clients across the country.
40701 Woodward Avenue
Bloomfield Hills, Michigan 48304
We're comprised of:
John Basford
Partner & Market Leader
Elizabeth Hicks
Senior Associate
JoAnne O’Connell
Principal
Brandon Tutak
Amanda Ulczynski
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Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
Walker Phillips
Partner
Curious about learning more? Let’s talk.
