"Investing in the equity markets should be a marathon and not a sprint. I take a long-term view using prudent risk management." - Joe Gazall

Clientwise Sounding Board - “One of the services I provide my clients is to be a sounding board to your friends, family members and colleagues with regard to anything financial. This is important – they may or may not become clients of mine. Either I’m not a good fit for them or they’re not a good fit for me and my practice. Either way, I’ll give them a second, objective opinion. With everything taking place in our economy and the world today, many people are looking for advice and guidance.” 

A truly personal approach to pursuing your goals

  A truly personal approach to pursuing your goals

 As your financial partner, we are committed to leading you with great care along the path to meeting your goals. We strive to bring continuity and consistency across all aspects of the financial planning and decision making process. Our disciplined approach to planning seeks to align your goals and values for a truly personalized approach to financial management. Our experienced team of independent advisors share a passion for placing client interests first and enhancing the lives of each client they touch along the way.

About Us
<b>Work towards your financial goals and objectives</b><strong>.</strong>

Work towards your financial goals and objectives.

It is our life’s work to help you address your financial and estate planning goals and objectives. Our comprehensive wealth management approach is customized to pursue your unique financial needs and objectives. We welcome the opportunity to partner with you in this process.

Learn more


2260 East Saginaw Hwy

East Lansing, Michigan 48823



Meet Our Team

Have a Question?

Thank you!

We’d love to hear from you!