We are a comprehensive wealth management firm based in Traverse City, Michigan and serving clients all over the country. We seek to build long-lasting relationships with clients who share our philosophy of thorough planning and disciplined investment management.
Wealth management isn’t just for the ultra-wealthy. Our clients are hardworking, forward thinkers who want to build stable, independent financial futures and are willing to partner with a team of professionals.
We seek to be our clients’ Chief Financial Officer, a trusted confidante who provides ongoing guidance for every major financial issue they face. By offering an extraordinary level of personal service and continuous follow-up, we let our clients get back to living life comfortable in the knowledge that we are looking after the details.
Helpful Content
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.