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Client Centered

Our practice has partnered with a select number of clients in metro Detroit and across the country to address their comprehensive financial planning and investment advisory goals. We have maintained many of these relationships over decades, across generations, and through market cycles.

As part of our investment approach, we developed the "SWAN Method of Investing" for our clients, designed to allow our clients to Sleep Well At Night.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.