Who We Serve
For Grosse Pointe families in or near retirement.
We help families turn their portfolios into reliable income while managing risk, mitigating taxes, and overseeing their investments.
A Good Fit If You Want
- A complete plan — not just investment management — that connects income, tax, risk, and investment strategies into one cohesive process.
- Transparent pricing — 1% with a $20,000 cap and no hidden costs or commissions.
- Personal, high-touch service — a boutique experience built around clear communication and attention to detail.
Who We Typically Serve
We work exclusively with Grosse Pointe families who are retired or within five years of retirement. Most of our clients have between $2–10 million invested.
Limited New Relationships
Our onboarding process is resource-intensive on our end but effortless for you. Because of the care involved, we only take 12 new families per year — and one spot remains for 2025.