Make the Most of Your Wealth

While you’re in the prime of your career, it can be hard to find time to figure out the best ways to invest and protect your wealth. We’re here to help.

Whether you’re a first-time investor or have been investing for years on your own, our trusted advisers can create a plan designed for your and your family’s growth.

Comprehensive Financial Planning

Our team is committed to providing you with a different type of financial planning experience, which means going beyond just pointing you in the direction of an investing provider. We walk with you every step of the way and are always ready to answer questions, explain investments, and align your plan with your family’s evolving needs and goals.

Where are you?


30500 Van Dyke Ave, Suite 800
Warren, MI 48093

tel. 800-977-9292 / fax 586-939-3810


2515 S. Dye Road
Flint, MI 48532

tel. 800-977-9292 / fax 586-939-3810