Adam Du Bois

Robert Henry is a financial advisor at Stifel with 19 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Stifel Nicolaus & Co Inc. Henry serves on the advisory council for Mott and Voigtlander Children's Hospital in Ann Arbor, MI, where he is involved in event planning. Stifel provides brokerage and investment advisory services to a diverse client base that includes individuals, institutions, and municipal entities. The firm’s investment approach incorporates proprietary, forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kenneth Zehnder is a financial advisor with Able Wealth Management Solutions LLC in Ann Arbor, MI. He holds Series 63 and Series 66 designations and has 15 years of industry experience, including five years at Waddell & Reed, Inc. before joining his current firm in 2019. Able Wealth Management Solutions LLC provides investment advisory and financial planning services to individuals, including high net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm combines passive and active investment strategies with fundamental, technical, cyclical, and charting analysis, and offers a range of portfolio management and planning options, including a wrap fee program and employee benefit plan consulting.

Nikhil Majithia is a CFP® and CFA® with eight years of industry experience, currently serving as the sole advisor at Vedanta Sentinel Investment Advisors in Ann Arbor, MI. His prior roles include positions at TTEC Financial, National Debt Relief, and Foreside Financial Group. Vedanta Sentinel Investment Advisors provides discretionary asset management for pooled and institutional accounts, as well as investment consulting and retirement-plan advice. The firm employs a combination of long-term strategic allocations with actively managed tactical and global-macro strategies, utilizing various analytical approaches and typically maintaining discretionary trading authority.

At Iron Branch Wealth we believe that having wealth comes with both opportunity and responsibility. As families accumulate assets, their financial lives naturally become more complex and lines between investments, tax considerations, estate planning, business interests, and long-term goals become blurred. Our goal is to bring clarity and structure to that complexity. We help attorneys and business owners as well as their families coordinate the financial decisions that shape their wealth and legacy, by focusing on how each piece of their financial lives work together to form a long-term strategy spanning multiple generations. Rather than approaching wealth management as a collection of isolated services, we operate as a central advisor for the family. Think of us as the Family CFO, we help organize and guide the broader financial team. This means coordinating with accountants, estate attorneys, and other professionals while integrating investment management, tax awareness, and comprehensive planning into a single framework. Resulting in a more intentional approach to wealth guided by proactive decisions. Our philosophy is grounded in prudence and proactive advice to target an optimized long-term financial plan. By combining these principles, we help clients navigate important life and financial decisions with confidence. The ultimate goal is not simply managing assets, but helping families preserve, grow, and transition wealth so it can support both their current lives and the generations that follow.

Staying on top of your personal finances can be daunting. I get it. Like everyone else, you have a family, a career, and a half dozen hobbies to which you’d love to devote more time. That’s great! Those are all important things, and you shouldn’t feel guilty about devoting time to those areas of life. But let’s be honest, it’s easy for your finances to get pushed to the background. Who really wants to spend their very limited free time writing out a budget, much less a five-year plan or a list of life goals! Do you feel that even if you had a spare moment to contemplate your financial well-being, you wouldn’t even know where to begin? Perfect! That’s where I come in. I want to help you de-mystify your finances. I want to help you get organized. It IS possible to be at peace with your finances. You don’t have to feel like you’re continuously playing catch-up. Let’s roll up our sleeves together and get started! Why? Because you DO have goals and dreams– and those dreams deserve a fighting chance! Together we’ll use a systematic and comprehensive approach to develop a plan that is completely tailored to you, to your life, and your needs. At Bespoke Planning, my standard of success is simple: to provide a bespoke planning experience that is tailored to each individual client. I’m not a mass market kind of guy. If you’re looking for a mass market experience, or you’re simply looking for an “investment guy,” I’m not it. As a financial planner, I truly love helping clients work through their most difficult financial issues so that they can achieve their goals and live their best life. My wife may think I’m crazy because I spend my free time reading through tax guides and countless blog posts on personal finance– but hey, I love what I do. I feel truly blessed to have found a career about which I am so passionate. I get to see people realize their dreams, mostly by helping them with a lot of the nerdy, nitty-gritty stuff that normal people find to be, quite frankly, super boring. Although the process can be challenging at times, I believe that the results will be richly rewarding! I want to hear you describe your vision of a meaningful life.

Michael Rudy is a CFP® and Series 63-registered financial advisor with 15 years of experience. He has operated Wolakota Financial Advisors since 2006 in Ypsilanti, MI. In addition to financial planning and tax preparation, Rudy provides psychoanalytic psychotherapy focused on money-related issues, a practice he has maintained since 1976. Wolakota Financial Advisors serves individual clients with personal portfolio management and comprehensive financial planning, incorporating fundamental analysis and asset-allocation strategies that consider age, net worth, income, and tax factors. The firm operates as a fee-only, single-advisor practice and offers additional services including tax preparation and psychological counseling.