We are a dedicated group of financial professionals whose mission is to make a profound difference in the lives of our clients through the relationships we build and the advice we deliver.
Our experience in the industry helped us realize what clients value most — true customization and a culture of customer service. That’s why we started an independent practice based on dynamic consulting and honest, straight-forward advice. We are driven to work towards being the leading wealth management firm in Northern Michigan by providing our clients with sophisticated strategies while delivering the personalized service of a small town firm.