A long‑view advisory team helping families communicate, plan, and make confident decisions across generations. Our work centers on aligning g1, g2, and g3 as families prepare for the largest wealth transfer in history


A long‑view advisory team helping families communicate, plan, and make confident decisions across generations. Our work centers on aligning g1, g2, and g3 as families prepare for the largest wealth transfer in history
Our approach emphasizes clarity, education, and multi‑generational alignment.
Structured planning built for long‑term success
Guidance across key life transitions
Support for preparing future generations
A 60‑year planning mindset
Alignment across g1, g2, and g3
Preparation for major wealth transitions

g3 was founded on a simple belief: families make better decisions when they have clarity, structure, and shared purpose. Many families underestimate future needs or delay key conversations, especially around retirement, longevity, or preparing heirs
Our long‑view approach helps families avoid these blind spots by encouraging early alignment across generations and defining the values and intentions behind their wealth.
g3 was founded on a simple belief: families make better decisions when they have clarity,
structure, and shared purpose. Many families underestimate future needs or delay key
conversations, especially around retirement, longevity, or preparing heirs
Our long‑view approach helps families avoid these blind spots by encouraging early
alignment across generations and defining the values and intentions behind their wealth.
Spiro Voutsaras, AIF® — Financial Advisor
An Accredited Investment Fiduciary® with decades of experience helping families prepare for generational transitions. Spiro focuses on investment‑related tax considerations and coordinated estate planning strategies. He enjoys golfing, hunting, and spending time with family at Torch Lake
Steve Nichols — Chief Operating Officer
Steve began his career in 1994 and oversees operations, recruitment, and firm leadership. He lives in East Lansing with his three children and enjoys cooking and golf.

2900 West Rd, 2nd Floor, 48823
Michigan, United States

2900 West Rd, 2nd Floor, 48823
Michigan, United States
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