Our first meeting is complimentary, to be sure we are compatible and comfortable with one another. Filling out our Financial Planning Questionnaire will ensure a more productive conversation, or just bring in your current statements and we'll talk. Each client is provided with a comprehensive financial plan to evaluate where they are and plan where they're going.
This plan will integrate your investments, retirement savings, college savings, estate plan and potential insurance needs. No matter what types of investment planning you have in mind, we can handle it. From taxable investment accounts and trusts to retirement accounts (IRA's/401k/403b/SEP/SIMPLE/TIAA-CREF) to college savings we can handle them all.
This plan will integrate your investments, retirement savings, college savings, estate plan and potential insurance needs. No matter what types of investment planning you have in mind, we can handle it. From taxable investment accounts and trusts to retirement accounts (IRA's/401k/403b/SEP/SIMPLE/TIAA-CREF) to college savings we can handle them all.
Services
Jack founded Chisholm and Dames Investment Advisors in March of 1981. He is now the chief investment manager of the firm handling the economic modeling for the company. Prior to forming C&D, Jack was Chief Investment Officer and Portfolio Manager at Ann Arbor Trust Co. for 12 years. He has also held a Senior Financial Analyst position at Detroit Bank and Trust where he worked from 1963-1969.
C&D Wealth Advisors is an independent Registered Investment Advisor formed in 1981 and is registered with the State of Michigan under the Investment Advisors Act of 1940. Our objective, as our clients fiduciary, is to provide highly personalized, professional investment counseling services to individuals, corporate pension and profit sharing accounts, foundations, and charitable organizations.
The financial industry can be confusing with its many professional titles, including some common ones like brokers or Registered Investment Advisers (RIAs). You may have heard the term "fiduciary investment adviser" but investment professionals rarely define this industry-specific term. At its most basic level, a fiduciary is a person or firm who is required to put their clients best interests first at all times.
At C&D, we understand the issues fees raise. Hence, we offer a simple and transparent, competitive tiered advisory fee based on your portfolio's size. It is designed to be easy to understand and we believe it puts your interests first. You will incur trading fees directly billed by the third-party custodian housing your portfolio.
C&D Wealth Advisors ("C&D") is registered with the State of Michigan as an investment adviser and is located in Ann Arbor, Michigan. C&D and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which C&D maintains clients.
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