We understand that traditional wealth management and trust administration often fall short of meeting the unique needs of families.

Real wealth doesn’t happen accidentally; we won’t leave your success to chance. Having a well-crafted plan is essential to create and transfer generational wealth. Additionally, your wealth management plan must address and combine everything, including investments, taxes, family business, governance, estate planning, and philanthropic goals. A piecemeal plan can falter and fall short of your ultimate goals.

In addition to managing your plan, your advisor must provide one essential thing: confidence in your financial future. You deserve clear communication and full transparency — no confusing jargon or hidden strategies — just a trusted partner working alongside you every step of the way.

Mark discusses planning for retirement in this Forbes article.

“If you are thinking about retiring, you should start the process 3-5 years before the date you want to retire,” says Mark Minder, Vice President of Retirement Plans & Benefits at Darden Wealth Group in Ann Arbor, Michigan. Read More.