Welcome to Our Troy Office

Experienced Financial Advisors in Troy

Troy Hero

We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.

Matthew R. Bohrer
Matthew R. Bohrer Signature
Matthew R. Bohrer Managing Director
Troy
Ready to get in touch? My team and I are here to help.
Shannon Gaskin
Shannon Gaskin Regional Vice President
Troy

Troy

100 W Big Beaver Road
Suite 200
Troy, Michigan 48084

Troy Offices Fast Facts & Specialties

  • Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
  • Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
  • We’re proud that nearly half of our client-facing team firm-wide are women.

Ready to get in touch?
My team and I are here to help.

Regional Vice President, Troy