Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

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 concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James-Cross

    James Cross

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IL
    • IN
    • KY
    • MA
    • MI
    • MO
    • NY
    • OH
    • RI
    • TX
    • WA
    • WI
    Brad began his career as a financial advisor in 1989 with Merrill Lynch. He has since joined UBS after 22 years at Merrill. Brad is a series 7 registered representative and holds the Certified Retirement Planning Consultant (CRPC) designation. He realizes that managing risk while investing appropriately to meet financial goals can often be at odds, so he helps clients emotionally handle the responsibility of managing a portfolio. In today's market, through an expanded investment spectrum, Brad offers diversification whether clients are in the Distribution or Accumulation phase of their lives.

        • Chartered Retirement Planning Counselor
        2301 West Big Beaver Road
        Somerset Place Office Building
        Troy, MI 48084
      • Rose-OGrady

        Rose Ann O'Grady

        Client Associate

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          Rosie has a wealth of experience in the financial services industry, holding various roles over the last 25 years. Her experience includes work at banks, insurance companies, and brokerage firms. Rosie specializes in account services, income distribution, and reporting.

                2301 West Big Beaver Road
                Somerset Place Office Building
                Troy, MI 48084

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              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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