Our Focus

Wealth
Protection.
Life
Fulfillment.

Our People

Jay Wisentaner Attends Literary Libations at Kent Public Library.

Featured Insights

New Website & Logo: The Story of Our Journey

Enriching lives since 1933. We are one of the longest standing privately owned investment management firms in Grand Rapids.

We partner with individuals, families, businesses and endowments across our region, state and country to grow and preserve their wealth through tailored planning, active investing and complete coordination across financial life.

  • We are a private firm that is structured and committed to aligning everything we do to advance the best interests of clients – your success is our success.

  • We are a boutique firm with scale – allowing us to ensure tailored investment solutions and the personal service backed by advanced tools and technologies.

  • We proudly serve and work tirelessly every day to earn the trust of clients in Grand Rapids, West Michigan, and throughout the state and country.

  • The firm was founded in 1933 by Abbott Norris, who was later joined by Ford Perné and Charlie French.

Clear, Sound & Trusted Advice

We are fiduciaries who are legally obligated to act in the best interests of clients.

That is why you can be confident we will deliver a clear financial plan, sound investment portfolio and trusted path to achieve your goals.

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Personal Value Stack: Simplifying Your Journey

We are a team of highly experienced and credentialed investment advisors driven to serve clients and create value through our “personal value stack” – an integrated offering that ties together tailored planning, active investing, and complete coordination to help you achieve your goals. Importantly, we do it all at one transparent fee– and we start our relationships at $1,500,000 to ensure the highest level of personal attention, service and focus on you.

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Our Community

The unique entrepreneurial spirit and collaborative culture of West Michigan has been integral to our success. We believe we have a responsibility to give back to this very special community.

GVSU Scholarship Awards Dinner

GVSU scholarship students with Tyler Bosgraaf, Chad Dutcher, Glenn Hefner and Dan Lupo at the GVSU Scholarship dinner in the fall of 2017.

United Way Food from the Heart

Glenn Hefner, Kurt Arvidson, Dan Lupo, Tony the Tiger, John Darling, Jenna White, Marilee Bartl and Heather Elve at the 6-17-19 Heart of West Michigan United Way 2019 Food from the Heart Event where 700 volunteers worked together for 2 hours to create 150,000 healthy meal packages.

GVSU Enrichment Dinner

Jay Wisentaner, Heather Elve, Jenna White and Elizabeth Poole representing NPF at the 2018 GVSU Enrichment Dinner, an annual celebration of giving, has been a GVSU tradition since 1976.