Our clients consider us a trusted adviser and appreciate the attentive and personalized service that we provide.
As a client you enjoy direct access to our principals.
In addition to developing an investment plan to meet your goals, we frequently counsel clients beyond their portfolios. We may also coordinate your investment planning with income taxes, estate plans, and outside accounts such as employee benefit plans and family trusts.
We perform some of these additional services through affiliated entities. Our partners are also the owner of Hall & Romkema, PLC and Retirement Options, LLC, a public accounting firm and a pension design and administration company.