Joel A Shayne - Morgan Stanley

Heron Bay Capital Management (HBCM) is a registered investment advisor located in Bloomfield Hills, Michigan, specializing in providing tailored investment advisory services to a diverse clientele across the United States. As an employee-owned boutique firm, HBCM prioritizes individualized strategies designed to enhance returns while managing risk, adhering to regulatory requirements in each state where they operate. Committed to transparency and client privacy, HBCM emphasizes a strong investment philosophy and encourages clients to share any changes in their financial situations or objectives. The firm provides prospective clients with essential disclosures detailing their advisory services and maintains a focus on the accuracy of the information shared on their platforms. Generated from the website

Cerity Partners is a national, full-service Wealth Management firm. We fulfill the needs of Individuals & Families, Businesses, and Nonprofit Organizations though Financial Planning, Business Owner Advisory, Cross-Border Financial Planning, Investment Solutions, Estate & Gift Planning, Tax Planning & Preparation, Retirement Plan Advisory, Financial Wellness Coaching, Executive Financial Counseling, and more. Our team of highly qualified individuals offer one-on-one support and objective advice for every aspect of your financial life. Curious about learning more? Let's talk.

Experience, intellectual capital and dedicated personal service to help you meet your life goals