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.

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

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Latest Insights

Woman checking stock chart

Is the rebound for real?

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

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