Description: We offer a complete range of financial services for the high net worth investor located in and around Southfield, MI. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment.
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Regional Director, Michigan; Managing Director/Investments
Forbes’ Best-in-State Wealth Advisors, February 11, 2021 and April 7, 2022, each based on the 12-month period ending June 30 of the year prior to publication, and Forbes’ Best-in-State Wealth Management Teams, January 12, 2023, based on the 12-month period ending March 31 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors o