Your Financial
Partner for Every Stage of Life

Serving families in West Michigan and
across the country since 1933.

OUR CLIENTS

Empowering clients to protect and grow wealth across every phase of financial life.

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Actively
Building Wealth

For successful people looking
to protect and grow their
hard-earned wealth.

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Focusing
on Retirement

For retirees and those getting
closer to retirement who want
income and peace of mind.

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Protecting
Your Legacy

For people looking to protect
future generations of their
family and favorite causes.

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INTEGRATED APPROACH

Simplifying
Your Journey

We deliver an integrated offering that ties together tailored planning, active investing, and complete coordination to ensure an exceptional experience and help clients achieve their goals.

And we do it for one all-inclusive fee.