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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.

Contact Traverse City Team

10850 E. Traverse Highway
Suite 3350
Traverse City, MI 49684

(231) 941-7093

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.

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