Wealth Management Centers

Arizona

Arizona

Phoenix

Wealth Advisor: Sergio Cardenas 602.333.7447

3200 E Camelback Rd., Suite 150
Phoenix, AZ 85018
602.333.7443​

California

California

Southern CA

Wealth Advisor: Nahid Aminzai 858.509.3420
Wealth Advisor: Bryant Davis 310.712.6736
Wealth Advisor: Christopher Williams 714.435.4416
Wealth Advisor: Diane Wilson 310.557.4063

Costa Mesa

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

Los Angeles

601 S Figueroa St., 12 floor
Los Angeles, CA 90017
Tel: 213.486.6271

2000 Avenue of the Stars, Suite 210
Los Angeles, CA 90067
Tel: 310.712.6700

San Diego

Diamond View Tower Building
350 Tenth Ave., Suite 950
San Diego, CA 92101
Tel: 619.652.5749

Westlake Village

2915 Townsgate Road
Westlake Village, CA 91361
Tel: 805.381.4512

Northern CA

Wealth Advisor: Douglas Allensworth 415.477.3201

San Francisco

2 Enbarcadero Center, Suite 300
San Francisco, CA 94111
Tel: 415.477.3200

San Jose

333 West Santa Clara, 12th Floor
San Jose, CA 95113
Tel: 408.556.5244

Florida

Florida

Boca Raton

Wealth Advisor: Fedra Vimercati 561.961.6646

1675 North Military Trail, 6th Floor
Boca Raton, FL 33486
Tel: 800.777.7198

Palm Beach Gardens

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

Michigan

Michigan

Metro Detroit

Wealth Advisor: Jack Broderick 248.647.1473
Wealth Advisor: Ira Goldberg 313.584.4730
Wealth Advisor: Mary Nichols 248.645.3819
Wealth Advisor: Joshua Rennert 248.645.8947
Wealth Advisor: Sukhi Singh 248.642.5232
Wealth Advisor: Michael Vander Weele 313.881.9835


Ann Arbor

1969 W. Stadium, 2nd Floor
Ann Arbor, MI 48103
Tel: 734.930.2427

Battle Creek

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

Birmingham Office

36440 Woodward Ave.
Bloomfield Hills, Michigan 48304

Bloomfield Region

Pinehurst Office
39400 Woodward Ave, Suite 165
Bloomfield Hills, Michigan 48304
Tel: 800.437.8279

Dearborn

16150 Michigan Avenue
Dearborn, MI 48126
Tel: 800.732.8202

Detroit

411 West Lafayette Boulevard
Detroit, MI 48226
Tel: 866.427.5383

Farmington

35405 Grand River Ave
Farmington, MI 48835
Tel: 800.325.7029

Grosse Pointe Woods

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

Jackson

245 W. Michigan Ave
Jackson, MI 49201
Tel: 800.207.8668

Kalamazoo

151 South Rose
Kalamazoo MI 49007
Tel: 800.574.9237

Lansing

101 North Washington Square
Lansing, MI 48933
Tel: 800.636.8156

Midland

201 McDonald Street
Midland, MI 48640
Tel: 989.839.2270

Muskegon

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

Western Michigan

Wealth Advisor:  Michael Serra 616.752.4726

Grand Rapids

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

Texas

Texas

North Texas

Wealth Advisor: Vincent Marchione 972.309.2991
Wealth Advisor: Winston Nelson 972.349.3541

Austin

300 W. 6th Street, Suite 2250
Austin, TX 78701
Tel: 512.427.7154

Dallas

Preston Center
8225 Preston Road
Dallas, TX 75225
Tel: 877.617.8559

Fort Worth

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

South Texas

Wealth Advisor: Alexander Nuno 713.507.4916

Houston

2 Riverway, 14th Floor
Houston, TX 77056
Tel: 281.507.2937