For the small farmer, a big red truck means work and dirt and livelihood; for the growing family, it means car seats and baseball practice and cheerios on the floor; and for the retiree, this big red truck means freedom and mornings at the coffee shop and Florida during our harsh Michigan winters. Just like this truck looks different depending on your life phase, investing looks different, too.

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply more than two centuries of investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.