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 Custom Tailored Investment Management
Rick Wagner
Collaborative Portfolio Construction
Multi-Asset Class Solutions
Proprietary Investment Models
Personalized Reporting
Risk Adjusted Benchmarking
Economic & Market Updates




Comprehensive Wealth Planning  

Retirement Planning
Self Directed IRAs, and Roth IRAs, Simple IRAs, 401(k) and 403(b) Plans, Fixed and Variable Annuities

Executive Compensation
Company Stock Option Exercise/Exit Strategies

Estate Design
Money Guide Pro, Legacy Planning

Insurance Needs
Estate Taxes, Long Term Care

Concentrated Liquidity
Money Market Services/US Treasury T-Bill Auction, Primary Offerings, as well as Secondary Fixed Income Markets and Institutional Fixed Income Trading

College Savings
529 Plans

CPA & Attorney
Michigan Tax Exempt Municipal Bonds, Tax Efficient Portfolio Management Strategies, Trust Funding

Interactive Online Portal

Fee-Based Advisory
Advisory Oversight, Multi-Manager Oversight, Consolidated Reporting Across Custodians, Overlap and Concentration Analysis