We don't receive any commissions or sell financial products. We are required to place your interests ahead of our own.e work independently for our clients. We will perform a thorough assessment of your financial situation, and together we will have the freedom to choose from multiple options to best meet your needs.
Our team is experienced and highly trained in the fields of financial planning and investment management. Our Financial Advisor has earned her CERTIFIED FINANCIAL PLANNER™ certification. Our Portfolio Manager has earned his Chartered Financial Analyst® designation (CFA) in addition to his Financial Risk Manager (FRM) and Chartered Alternative Investment Analyst (CAIA) designations.
You can always call us directly, no matter the day or time. We will commit to providing you with straightforward and transparent advice, and we will do our best to clearly explain things to you. We will provide you with the ongoing support you need to make the changes that we recommend.
We don’t require a minimum amount of assets for you to work with us. We can meet during evenings and weekends to accommodate your busy schedule. Even if you aren’t in Southeast Michigan or prefer not to meet face-to-face, through technology, we are able to serve clients virtually in any location.