We proudly serve the employees of two of Battle Creek’s biggest landmarks, Kellogg Company and DENSO, among others.


Helping you
pursue further success

As a busy executive, professional or business owner with many responsibilities, you simply do not have time or capacity to address all the complexities that managing wealth entails. Instead, you seek trusted guidance for managing all aspects of your financial life – so you can focus on your many interests, endeavors and career initiatives. We offer a full range of services to help manage and preserve your wealth and bring order and cohesion to this important part of your life.