Ultra-tailored, tax-aware wealth management for business owners & families with $750K+ to invest. Our professionals each have 25+ years of investment experience. We help investors make betterdecisions for the long term. Modern Investing: fully personalized and tax-efficient, as taxes tend t…

Management. Retirement Planning. Financial Planning. Tax Planning. Estate Planning. Much of Chris' work is dedicated to serving familiesand transitioning into retirement. He helps these families to reduce taxes on the sale plan for a successful retirement, and preserve wealth for their heirs. His diverse background

customer service in the areas of retirement planning, wealth management, estate planning, life insurance, and full-service financial ethics, and assisting individuals, families, and business owners in accumulating, preserving, and passing on their wealth beyond expectations.

customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy

bear on every aspect of a client's wealth--from accumulation and growth through preservation and distribution, the firm has been managing money for individuals, families, trusts, and corporations. It currently manages $380 million in assets

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our clients minimize their tax liabilities, safeguard their wealth, and have the peace of mind they deserve small businesses, families, executives, entrepreneurs, individuals, and estates. We are adept at helping business owners manage issues related

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25 years. Our mission is to protect family and business wealth from the various vulnerabilities of life, such most comprehensive services to assist our clients in managing their financial and legal matters. We offer tailored and resources to help our clients maximize their wealth and minimize their liabilities.

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a fee-only wealth management firm dedicated to helping emerging affluent individuals, couples, and families manage their wealth more effectively. The

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private wealth management firm located in Bingham Farms, Michigan. Our mission is to be an ally to affluent familiesfinancial goals. We strive to be trusted lifetime wealth coaches, offering education and support to our are dedicated to helping them achieve their True Wealth journey. Contact us today to find out

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advice my practice provides includes: 1.) Wealth Accumulation: (Investments & Tax Diversification Strategies) 2.) Planning, College Education Planning) 3.) Risk Management: (Life Insurance, Disability Income Insurance, & Long Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life