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Phone: (989) 493-2940

As a comprehensive wealth management firm, we offer much more than advice. We provide an encompassing financial planning and management program designed to help truly driven people simplify and streamline their finances and lead fuller lives.

Centered on building complete and customized wealth plans, this systematic program offers a full complement of sophisticated financial planning services by combining three disciplines – investment consulting, advanced planning and relationship management. 

Wealth Management

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