Rochester Hills

Proudly Serving Rochester Hills

Rochester Hills

1055 E South Blvd
Suite 230
Rochester Hills, MI 48307


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Enjoy some of our latest resources

  • February 10, 2025

    Monthly Investment Commentary: February 2025

    When it comes to trends like AI, Focus Partners’ Jason Blackwell shares why the key for investors is to remain discerning, question conventional wisdom, and focus on fundamentals rather than fleeting headlines.

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  • February 05, 2025

    Two-Minute Market Focus

    In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market, discusses how stocks are reacting to the changing tariff policy, and shares his thoughts on U.S. exceptionalism.

    Listen to the podcast
  • February 04, 2025

    Tax Planning Strategies for 2025

    Chief Planning Officer Jeffrey Levine will share insights on last-minute tax strategies for 2024 and provide a framework for addressing key tax planning priorities in 2025.

    Watch the video