Standing out in the financial services industry

When determining what differentiates us from the crowd of financial advisors, the differences are both large and small. They are as intimate as the one-to-one meetings we hold, digging deeper to not only learn about your financial situation, but the people and priorities important to your life.

They are as large as having a full, experienced team willing to collaborate with your tax, legal, trust and insurance advisors to help ensure a comprehensive and well-orchestrated approach that goes beyond simply managing your investments. Above all, it’s about having the capabilities and passion for making a difference in your life.


Five factors that help us create a one-of-a-kind client experience

  1. We serve a select number of clients who understand the value of having dedicated and trusted financial advisors to help them pursue their financial goals.
  2. We offer an unmatched client experience in terms of knowledge, communications, service and education. Our commitment to accountability and responsibility means that we take pride in serving as good stewards of clients’ assets.
  3. We provide a personalized and integrated approach to your financial planning and believe that success goes beyond well-designed investments.
  4. We can recommend, provide and/or collaborate with the other professionals in our clients’ lives, including healthcare providers, business professionals, attorneys, CPAs, insurance companies and banks, to bring coordinated, compassionate and comprehensive solutions to help our clients navigate through even the most challenging of life events.
  5. We will help our clients during a family crisis, such as those involving illness or loss of a family member, in any way we can, according to our clients’ needs.

To learn more about our group, please click here.

How can we help you?

MICHIGAN5206 Gateway Centre, Suite 300 // Flint, MI 48507 //
Phone: 810.732.7411 // Fax: 810.732.8190 //
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FLORIDA712 S. Oregon Avenue // Tampa, FL 33606 //
Phone: 813.251.1879 // Fax: 813.251.1716 //
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TEXAS14101 W. Hwy 290, Building 800 // Austin, TX 78737 //
Phone: 512.894.0574 // Fax: 877.844.4608 //
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