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“Advising clients for over 25 years with their investment needs”

Contact us today for a free consultation:

734-283-8780, or

We work with high net worth families and businesses; offering flexible, financial services based on trust, respect and measurable results. As part of our commitment to providing quality service, we have formed strategic business alliances with several CPAs, banks, insurance agencies, and attorneys in the Detroit area.

As part of our local commitment, we are proud sponsors and members of several organizations, including:

EO - Detroit
Rotary International - Southgate
Knights of Columbus - Grosse Ile

We're located in Southgate, Michigan. On the corner of Dix-Toledo Rd and Pearl St. Just two blocks south of Northline Rd on the west side of the street.