Our clients include families and individuals in all stages of life, including those preparing for and living in retirement. We often serve multiple generations of the same families, helping with legacy planning and the efficient transfer of wealth. We also serve institutional clients such as company retirement plans and nonprofit organizations. Most of our clients are in Michigan, but we also serve clients in many states across America.
Our clients are interested in responsible investing to help them pursue and realize their goals, as opposed to chasing the latest “hot trends.” They want to be sure they are going to be financially alright and that they are on track to meet their short-term and long-term goals.
The idea of managing their financial plans on their own is overwhelming or, frankly, uninspiring to them, so they have sought out an experienced and trustworthy financial partner who will guide them and act in their best interest.