Forbes Best-in-State Wealth Management Teams, 2024

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Saving for the future

Whether you’re saving for a major purchase or simply meeting today’s needs, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as a focus on tracking your progress, we can help you achieve your financial goals and adjust to whatever life brings. See how to get started with personalized advice. See how to get started with personalized advice

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Events

Washington Update

Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond.

Economic Update featuring Russell Price - Chief Economist for Ameriprise Financial

Economic Update featuring Russell Price - Chief Economist for Ameriprise Financial and Emotions, Expectations, & Economics® with Barry Kruse - Vice President, Global Head Franklin Templeton Academy.

Join us for a virtual presentation on Thursday – Nov 21st, 2024. The event is complimentary. Below are details about the event.

Thursday, November 21st: 4pm – 5pm Central Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, Business Week and Reuters, and has appeared in many other national media outlets. He has been cited by Bloomberg Financialas a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Additionally, Barry Kruse - Vice President, Global Head Franklin Templeton Academy will share perspectives and present Emotions, Expectations, & Economics. The session will discuss removing emotion from decisions about investments and dealing with periods of market decline and volatility.

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New Troy Office Location

We are so excited to announce that our Troy office will be moving to a new location: 901 Wilshire Dr. STE 350, Troy, MI 48084, which is conveniently across the street from our old location. We will be ready to share this new space with our clients for all meetings starting on January 2, 2025.