Our Michigan Offices

Our colleagues are passionate about positively impacting the financial well-being of individuals and communities in Michigan, and share a steadfast commitment to providing unbiased advice and comprehensive financial management.

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 Michigan? Our advisors are not bound by geography. They work with clients across the country.

Bloomfield Hills Office

Our Bloomfield Hills office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Grand Rapids Office

Our Grand Rapids office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Meet Our Michigan Colleagues

Curious about learning more? Let’s talk.

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.

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