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
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Saving for College 101
Here's a crash course on saving for college.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
View all articles 
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
View all calculators
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.