Who We Serve

We partner with Grosse Pointe families and professionals already taking income—or within ~five years.

Drawing from your portfolio (or close to it)

We serve Grosse Pointe families and professionals who are already taking income—or within about five years. That focus lets us tailor cash flow, tax planning, and risk to this stage.

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Established Portfolio

Most clients have $5–10M in investable assets; new engagements typically start around $2M+. We continue to serve a small number of legacy relationships below these levels.

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Looking for a trusted advisor

You value a firm built for this life stage—plain-English guidance, fast follow-up, and coordination with your CPA and attorney.

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Nice People

Built for Grosse Pointe families who lead with respect and candor. We bring clarity and speed; you share the full picture, speak up if something isn’t clear, and update us when things change.

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If this sounds like you—and you have $2,000,000+ in investable assets we would love to speak with you. Let’s get in touch!