We are a boutique investment advisory and wealth management firm catering to the needs of doctors, retirees, professional athletes high net worth individuals and families. We have a fee only cost structure based on total assets under management.


Upcoming Event

Registered Investment Advisor, Crawford James, will host a workshop discussing the current low-interest rate environment, how it affects savers and some alternatives to traditional bank CD's and savings accounts. The workshop will be held at the firms downtown Detroit Headquarters, inside the Ford Building, 615 Griswold Street on Tuesday July 15th at 7:00pm on the 7th floor in the conference room.



Register for Event












Bright Scope Verified