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Your Path to Coordinated Wealth in Three Steps:

01

15-Minute Confidential Call

A strictly confidential discussion to determine if the complexity of your financial picture, including business interests and real estate, aligns with our firm's capabilities.

02

The Holistic Diagnostic

We conduct a forensic review of your current investments, estate documents, and tax structure to identify hidden fees, structural blind spots, and opportunities for consolidation.

03

The Wealth Blueprint

We implement a comprehensive financial plan and a highly efficient, custom portfolio designed to preserve and compound your family's legacy.

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Private Wealth Management for High-Net-Worth Individuals & Families

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The GPM Difference:

"We treat your liquid wealth like a business. We bypass the standard wirehouse model of locking your proceeds into opaque, high-fee mutual funds. Instead, we build a transparent, highly efficient portfolio using a precise blend of low-cost ETFs and individual equities. As an independent, fee-only fiduciary, our mandate is to strip out unnecessary costs and provide true alignment. We operate with real 'skin in the game'—investing our own firm's capital directly alongside yours."

- Joe Griffin

As your wealth scales, standard financial advice becomes a liability. Escape the reactive, siloed models of mega-brokerages. We act as your Personal CFO, providing comprehensive financial planning and bespoke investment architecture designed for significant capital.

  • Complete Financial Clarity: We utilize eMoney Advisor to aggregate your business interests, real estate, and investments into one real-time, comprehensive view.

  • Multi-Generational Planning: We proactively coordinate with your CPA and estate attorneys to structure efficient wealth transfer and charitable giving strategies.

  • Transparent, Fiduciary Management: We eliminate opaque, high-fee mutual funds in favor of highly efficient portfolios using low-cost ETFs and select individual equities.

The Dilemma: Fragmented Advice vs. Proactive Coordination

The Need for a Personal CFO: True wealth management is about far more than just picking stocks. Significant capital requires a central architect. You need a dedicated fiduciary who takes your outside assets (like real estate and business interests) into account and proactively brings forward-looking tax, estate, and legacy strategies to the table before you have to ask.

The Fragmentation Trap: As your wealth grows, your financial life naturally fractures. You have a CPA handling taxes, an attorney drafting trusts, and a broker picking stocks—but they operate in silos. When your advisors don't communicate, you are forced to act as the "quarterback" of your own wealth. This reactive approach leaves massive structural gaps, undetected tax liabilities, and disjointed strategies across your balance sheet.

The Solution: Comprehensive Wealth Architecture

We replace financial chaos with structure. Before we deploy a single dollar of capital, we build a comprehensive roadmap of your entire financial life. Our holistic planning process includes:

  • Consolidated Clarity: Utilizing the eMoney Advisor platform, we provide a clear, real-time dashboard of your entire net worth, allowing us to track how daily spending and budgeting decisions impact your long-term goals.

  • Business & Real Estate Integration: We do not just look at your liquid accounts. We factor your private business interests and real estate holdings into your overall asset allocation and retirement plan.

  • Generational & Charitable Structuring: We organize multi-generational wealth transfers to protect your family's future, alongside tax-efficient charitable giving strategies that align with your personal values.

Request a Wealth Strategy Session

A strictly confidential discussion to review the structure and efficiency of your current investment portfolio.

100% Fee-Only Fiduciaries

Based in Bloomfield Hills, MI

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