Fiscal decisions made now can significantly impact future financial circumstances. I have the knowledge, experience, expertise and resources to help clients achieve their goals of financial security, continued growth, wealth accumulation and preservation. In addition to being a partner-wealth management advisor, I specialize in advanced business planning. I works closely with clients to ensure protection and growth of business assets, and collaborates with a team of experts to provide comprehensive, integrated, value-based planning that incorporates tax-efficient strategies. My team is built for the highest level of complex planning and service. Business and estate planning can seem overwhelming, yet I convey sophisticated strategies to my clients in a way that is understandable. Drew’s initial focus always centers on listening to his clients. After learning about their current issues, desires and visions for the future, he connects these values and objectives to the planning process. His goal is to establish long-term relationships based on integrity and a caring atmosphere, while providing expert guidance and unparalleled service. Drew’s experience and knowledge give him an in-depth understanding of personal and business financial planning, and he utilizes the tools and services that most benefit each client. Drew can be reached at 248.468.6494 (office).