Since 1909
Our teams are dedicated to providing the highest level of comprehensive wealth management, trust administration and retirement plan services — supporting your wealth, your life and your goals.
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Southeast Michigan
Our local team is proud to live and work in the Southeast Michigan area. While we're in a big city, we take pride in personal service — and getting to know you, your goals and your family.
Meet your team
Family Office
From wealth management to trust administration and family office services, our team brings a focused, strategic approach so what you've built can carry forward, on your terms.
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Your Team
Our local team is proud to live and work in the Southeast Michigan area. We are committed to working side-by-side with you to achieve your specific goals. And while we are in a big city, we take pride in our personal service.
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Partner
Now working with clients residing in Florida, we are focused on your best interests, always. We strive to consistently exceed the wants, needs and desires of our clients, and measure success through their satisfaction.
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True partners in strengthening your financial future.
Learn moreA holistic approach to maximizing your assets and preserving your family values.
Learn moreRetirement plan solutions that are good for business and great for morale.
Learn moreAchieve optimum outcomes for sustainable family wealth.
Learn moreWhatever your mission, our team is here to ensure your assets are managed wisely.
Learn moreOur Difference
We are a privately held, client-first firm. No parent company, no product shelf, and no incentive to put anything ahead of your interests. That independence is the foundation of how we work.
