Whether you’re in need of individual financial counsel or robust institutional strategies, we’ve built our business to address the varied needs of our diverse clientele. Our smallest and largest clients deserve our full attention, and we deliver that attentiveness with guidance that’s tailored to your unique challenges and objectives. We take the time to get to know your values and long-term goals, carefully crafting plans that support the future you’re working toward.

As a focused and experienced group, we provide the resources and expertise of a large firm, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on minimizing risk and enhancing long-term success, fortified by thorough, objective investment research and selection.

We work alongside our clients, ensuring our strategies are consistently angled toward their ideal financial outcome. We see your goals as an extension of our own, and work tirelessly to help you achieve every one of them.

• Financial Planning
• Retirement Planning
• Investment Planning
• Insurance Planning
• Education Funding Planning

• Nicole Malow
  Client Service Associate
  691 N. Squirrel Road

  Suite 222

  Auburn Hills, MI 48326
  Phone: (248) 373-2500
  Fax: (866) 522-9594
  Send an Email
• Patrice L.J. Sinclair
  Certified Estate Planner/Certified Financial Planner
  691 N Squirrel Road

  Suite 222

  Auburn Hills, MI 48326
  Phone: (248) 373-2500
  Fax: (866) 522-9594
  Send an Email

From I-75, take M-59 eastbound to North Squirrel Rd. Continue northbound for 1/4 mile. On the left/west side of Squirrel is the Raymond James Financial Center. Park in back of building/