SEC-registered investment advisory firm headquartered in Bloomfield Hills (with additional offices including Novi at 28175 Haggerty Road, Suite 170). Provides personalized fiduciary wealth management, retirement planning, investment strategies, asset allocation, insurance analysis, and education planning for individuals, families, and business owners. Team of nine professionals (five investment advisors), with average assets per advisor of approximately $148M — well above industry average. Serves clients across generations from Millennials and Gen Z through Baby Boomers.