Having built a successful foundational Wealth Management practice in Michigan—we are proud to take the next step in our evolution with our transition to offices in Naples, Florida and Birmingham, Michigan. This move reflects both a strategic expansion and a natural alignment with the lifestyle and geographic preferences of many of our clients.

Our presence in Naples positions us in one of the country’s most dynamic wealth markets, while our continued footprint in Birmingham - widely recognized as one of the most affluent and sophisticated communities in the nation— helps ensure we remain closely connected to the relationships and community that helped define our foundation. By operating in two premier markets, we are uniquely positioned to deliver continuity, accessibility, and elevated service—meeting our clients where they are, and where they’re going.