NORTHCOAST

Our philosophy on net performance initially arose from our unique combination of backgrounds, which continues to inform our decisions today. Because our core advisory team consists of a Chartered Financial Analyst® (CFA), a Certified Financial Planner™ (CFP) and a Certified Public Accountant (CPA), all with decades of experience in the financial industry, from the outset it was very apparent to us how much risk, timing and taxes can affect the outcome of an investment portfolio... We want to focus on what we can control, while helping our clients pursue their objectives. From here we have grown to a multifaceted team with a number of exclusive services and specialized processes... We always choose plans over predictions. We help each client define individual performance goals, and we design strategic plans to help pursue your goals for growth, protection and distribution. We then actively manage your strategic plan in order to keep up with changing needs and lifestyles.

Primary location: Farmington Hills United States