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 Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.