Financial Wellness


More than just investment advice, wealth management and developing wealth strategies encompass all parts of a person’s financial life. This combines financial and investment tactics, accounting and tax services, retirement planning, and legal and estate planning.

The “2017 Stress in America Survey” revealed that 62% of Americans reported money was a significant source of stress in their lives.  Financial stress and anxiety are real issues that come with serious consequences in many areas of our lives. The Solution to this stress is to have a deep sense of Financial Wellness and that is done through proper planning and coordination of many facets and factors.  


Investments & Portfolio Management

At its core, investing is simple.  That isn’t to say it’s easy. There is an old adage in the financial industry, “People don’t plan to fail, they fail to plan.”  Having a proper plan with the appropriate approach, fundamentals, strategy and methodology is crucial and that is provided by working with the right team of experts that are the best fit for YOU.


Your bank is the hub of most of your monetary activities and it’s crucial to be with the right match to your financial lifestyle and needs.

Debt Strategies

It isn’t shocking that debt is the leading cause of stress in American households, even in our younger generations.  Developing a strategy to reduce and or eliminate your debt is the first step in reducing your stress and reaching solid financial security that enables you to focus on growth.


Our Purpose Is Providing Your Solutions



101 W. Long Lake Rd.
Bloomfield Hills, MI 48304


PHONE: 248-480-7575

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