Established in 2003, our firm specializes in working with University Faculty and Staff to create and manage wealth. We also work with families outside the University environment via referral. Having the ability to directly assist in managing our client’s University retirement investments sets us apart from other firms.
With our Breadth of Services, we work with our clients to help establish goals, objectives and risk tolerance in order to effectively evaluate their financial position. Developing tactical as well as strategic alternatives helps us work with our clients to plan for the growth, distribution and multi-generational preservation of assets.
We are located just off I-94 for your convenience just north of the crossroads of State Street and Eisenhower Parkway in Ann Arbor, Michigan.
