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
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
9 Facts About Social Security
There are things about Social Security that might surprise you.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.