Michael Graziani, CPFA®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

248-336-5130
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Helping you grow more than wealth

Mission statement

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we want to learn more about you, your family and the driving questions that go far beyond stocks and bonds. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.

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Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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Latest Insights

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Sustainability 101: An investor’s guide to why these buzzwords matter

Understand common strategies within the responsible investing and sustainability space and how they could impact your portfolio.

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