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
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Glossary of Scam Terms
A helpful glossary of current scams.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.