Services We Offer

We specialize in helping you create a financial strategy that fits your life and the goals you set for yourself, your family, your business, and your philanthropic efforts. Our experienced and caring team of professionals gets to know you and understand your unique situation. We are dedicated to bringing you personalized wealth management solutions that guide you through your journey toward financial success.

Individuals and Families

We help you grow, manage, and protect your hard-earned wealth through sound investments, financial and retirement planning, and trust administration. We take the time to build genuine, caring relationships with each and every client and bring clarity to the complexities of managing your wealth.

Businesses

Our Corporate Retirement Services division provides personalized retirement solutions for businesses to offer their employees as a benefit. Our prompt, personal service is what sets us apart from other financial institutions. We are passionate about educating employers and employees about saving for retirement and making their dreams a reality. We also proudly administer the Michigan Chamber of Commerce 401(k) program (MiMEP), which provides small businesses the opportunity to offer a retirement benefit plan to their employees at an affordable cost.

Philanthropy

Because we pride ourselves on our own philanthropic efforts, we love assisting individuals, nonprofits, family foundations, and donor-advised funds with their charitable giving efforts. Our experienced team can guide you through gift planning, endowments, and asset management that fulfill your charitable purposes and help improve our community and way of life.

Wealth Management

Financial Planning
401(k) Solutions for Business

Non-Profits

Trust Administration
Michigan Chamber 401(k) MiMEP