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
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Debt Stress
There’s a link between debt and stress.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.