Pointe Capital Management

L.M. Kohn & Co., based in Grosse Pointe Farms, MI, is an independent family-owned hybrid Registered Investment Adviser (RIA) and Broker-Dealer, founded by Larry Kohn in 1990. The organization aims to empower financial advisors by offering a supportive platform that emphasizes autonomy, transparency, and innovative technology, allowing advisors to build their own brands without constraints from traditional firms. With a focus on helping advisors implement cost-effective practices, L.M. Kohn prioritizes a collaborative approach to compliance and operational efficiency. The firm prides itself on maintaining an accessible management team and a robust advisor network, fostering long-lasting relationships within the financial advisory community. Generated from the website

RBC Wealth Management in Grosse Pointe, MI, is dedicated to helping individuals, families, business owners, and corporations achieve their financial goals through tailored wealth planning and long-term management strategies. With a client-centered approach, they focus on ensuring that wealth builds legacy while navigating the complexities of life changes and empowering future generations. The firm leverages over US$3.4 trillion in global assets under administration and a team of approximately 2,200 financial advisors in the U.S. to provide top-tier investment insights and proactive solutions. As a division of the Royal Bank of Canada, RBC Wealth Management emphasizes values-based service, diversity, and community support to foster meaningful relationships that support clients' aspirations. Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.