Our primary focus is understanding who you are, and what makes you unique. We provide a whole team approach to uncover every layer of your financial goals, and fully understanding your short term, mid-term, and long term objectives. We oversee wealth for people who do not have the time, information, or resources to manage it effectively themselves. Our clients are high net-worth families, celebrities, athletes, business owners, corporate executives, retirees, and small to large companies that want to benefit from goal-oriented investment planning. Our group also works with government agencies, employee benefit plans, 401k's and ERISA qualified plans, endowments, foundations, family offices, and other institutional entities. We are interested in long-term relationships, not individual transactions. We design detailed investment plans and estate plan strategies for our clients, taking into account their investment needs, ability or willingness to assume risk, time horizon, and other factors that may affect their investment decisions. Not only do we design strategies for our client’s assets, but also their liabilities. Through our vast resources, we are able to meet our client’s personal and commercial needs with access to lending through Wells Fargo affiliates, as well as our client's liquidity needs.
About Jeffrey Fratarcangeli:
Jeffrey is the Managing Principal of his own wealth advisory firm associated with Wells Fargo Advisors Financial Network, and is entering his 26th year as a financial advisor. Jeff has built a team that is committed to the highest standards of client service. He and his team are dedicated to earning each client’s trust by providing sound investment advice, with a professional and personalized approach.
Jeff is very proud to have been named by Barron’s as Top 100 Independent Financial Advisors in 2019, also by Forbes as one of America's Top 250 Wealth Advisors in 2017, 2018 and 2019, as well as Forbes Best-In-State Wealth Advisors in 2019 ranking #7 in Michigan. Jeff was also named to Barron's Top 1,200 Financial Advisors for his 6th time in 2019. Jeffrey was also selected as a “Five Star Wealth Manager” by Hour Detroit Magazine, and in 2017 and 2019 Jeff has been named a Top 400 ranked Financial Adviser by Financial Times.