Broker Check

3

Consultants

80

Years of experience

1

Local Offices

We Stay Focused on Market Trends, so You Don't Have To

Manage Your Money with Confidence

Manage Your Money with Confidence

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax
Planning

Investments Management

Retirement
Management

...And
More!

Our Experts

John McCallum

John McCallum

Senior Vice President, Private Wealth Management

248-723-7373

Ryan  McCallum

Ryan McCallum

Financial Advisor, Private Wealth Management

248-723-7361

Diane Vertin

Diane Vertin

Senior Client Specialist, Private Wealth Management

248-594-9959

Learn How We Can Help You

Contact Us