Wealth Management Centers​

Arizona

Phoenix
One North Central Ave., Suite 1000
Phoenix, AZ 85004
602.417.1100

California

Southern CA

Costa Mesa
611 Anton Boulevard, Suite #360
Costa Mesa, CA 92626
800.967.7767

Los Angeles
601 S Figueroa St., 12th floor
Los Angeles, CA 90017
213.486.6271
 
2000 Avenue of the Stars, Suite 210
Los Angeles, CA 90067
310.712.6700
 
San Diego
DiamondView Tower Building
350 Tenth Ave., Suite 700
San Diego, CA 92101
619.652.5741
 
Westlake Village
2915 Townsgate Road
Westlake Village, CA 91361
805.381.4512

Northern CA


Palo Alto
250 Lytton Avenue, 2nd Floor
Palo Alto, CA 94301
650.462.6139

San Francisco
2 Enbarcadero, Suite 300
San Francisco, CA 94111
415.477.3200

San Jose
333 West Santa Clara, 2nd Floor
San Jose, CA 95113
408.556.5240

Florida

Boca Raton
1675 North Military Trail
Boca Raton, FL 33486
800.777.7198

Palm Beach Gardens
2401 PGA Boulevard., Suite 198
Palm Beach Gardens, FL 33410
800.813.8199

Stuart
800 SE Monterey Commons Boulevard, Suite 102
Stuart, FL 34996
888.740.3823
 

Michigan


Ann Arbor
101 N. Main Street
Ann Arbor, MI 48104
734.930.2427

Battle Creek
49 West Michigan Avenue
Battle Creek, MI 49017
800.574.9181

Bloomfield Region
Pinehurst Office
39400 Woodward Ave, Suite 255
Bloomfield Hills, Michigan 48304
800.437.8279

Dearborn
16150 Michigan Avenue
Dearborn, MI 48126
800.732.8202

Detroit
One Woodward, 26th Floor
Detroit, MI 48226
800.237.1935
 
Farmington
35405 Grand River Ave
Farmington, MI 48835
800.325.7029

Grand Rapids
99 Monroe Ave NW Suite 500
Grand Rapids MI 49503
800.320.3251

Grosse Pointe Woods
20180 Mack Avenue, Suite 3, 2nd Floor
Grosse Pointe Woods, MI 48236-1891
866.427.5383

Jackson
245 W. Michigan Ave
Jackson, MI 49201
800.207.8668

Kalamazoo
151 South Rose
Kalamazoo MI 49007
800.574.9237

Lansing
101 North Washington Square
Lansing, MI 48933
800.636.8156

Midland
201 McDonald Street
Midland, MI 48640
989.839.2270

Muskegon
801 W. Norton, POB 660
Muskegon MI  49443
800.285.7039

Texas

Austin
300 W. 6th Street, Suite 1300
Austin, TX 78701
512.427.7154

Dallas
NorthPark
8850 Boedeker Street
Dallas, TX 75225
800.364.6762

Dallas
Preston Center
8225 Preston Road
Dallas, TX 75225
877.617.8559

Fort Worth
Sundance Square - The Carnegie
421 West 3rd Street, Suite 600
Fort Worth, TX 76102
817.338.7809

Houston
2575 Kirby Drive
Houston, TX 77019
888.322.7654
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