Traverse City, Michigan

Private Wealth Management & Financial Planning in Traverse City

Providing financial clarity across the nation and in your local area.

Ready to learn more?

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local knowledge. all in-house.

About the Traverse City Team

Each member of our Traverse City team brings a different perspective, skills, and creativity to the table, fostering a collaborative environment where thoughtful ideas flourish. We value teamwork, professionalism, and a relentless pursuit of evolution, to help ensure that we deliver quality advice to our clients.

services offered

  • Comprehensive wealth management

  • Investment management

  • Tax Planning

  • Trusts & Estate Planning

  • Financial Planning

  • Retirement Planning

  • Insurance

Recent Thought Leadership

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Meet your team

  • Blair Anderson Wealth Advisor, Managing Director headshot

    Blair Anderson

    Wealth Advisor, Managing Director

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  • Matthew Conway Wealth Advisor, Director headshot

    Matthew Conway

    Wealth Advisor, Director

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  • Laura Johnson Client Service Associate headshot

    Laura Johnson

    Client Service Associate

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  • Donald Stellin Wealth Advisor, Managing Director headshot

    Donald Stellin

    AIF®

    Wealth Advisor, Managing Director

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  • Amy Travis Senior Client Service Manager headshot

    Amy Travis

    FPQP®

    Senior Client Service Manager

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Request a meeting

Once we receive your inquiry, a team member will be in touch to set up your complimentary, no-obligation consultation within one business day.

book your complimentary meeting

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