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We welcome the opportunity to meet with you and your family to discuss your current situation, future, feelings, and family dynamics.  We use this initial discussion to lay the groundwork for creating a comprehensive wealth management plan customized to your needs.  Please do not hesitate to contact us at your earliest convenience.

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We welcome the opportunity to meet with you and your family to discuss your current situation, future, feelings, and family dynamics. We use this discussion to lay the groundwork for creating a comprehensive wealth management plan customized to your needs. Please do not hesitate to contact us at your earliest convenience. 

The office is in my Ann Arbor home near the corner of State Street and Textile, just north of Saline. But, of course, virtual appointments are also welcome.