Who We Serve
We serve affluent families, high-net-worth investors, current and retired executives, automotive industry professionals, and many others. Most, if not all, of our clients are interested in first having enough assets to fund their lifestyle, and second, leaving assets to their heirs in a tax-efficient manner.
Our multigenerational team approach is designed to understand your unique investment and legacy needs and build a wealth management plan tailored to those needs. Throughout this process with you, we will address your insurance, tax planning and estate planning issues, and retirement planning needs.