Building Wealth by Building Trust


We are a team of highly experienced and skilled investment, planning and service professionals

who have earned credentials such as Chartered Financial Analyst (CFA®), Certified Private Wealth Advisor (CPWA®) and Certified Financial Planner (CFP®). We are also fiduciaries who are bound to act in the best interests of clients and are always available for clients – a critical advantage given today’s volatile markets and unpredictable economy.

Tyler Bosgraaf

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Tyler Bosgraaf, CFA, CFP®


Jarred Copeman

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Jarred Copeman, CFA


Guiding Principles

Our founders had a clear vision for the way an investment firm should serve its clients. Their principles continue to guide how we are structured and how we operate for clients today.

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We listen, ask questions, and take the time to know who you really are and what you really want, enabling us to provide the most effective service at all times.

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We are fiduciaries who are held to the highest ethical standard in our industry, requiring us to provide counsel that is in your best interests, not ours.

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We are a private firm that conducts our own in-house research and tailors our advice and solutions to the specific needs of clients, rather than generic products to mass investors.

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We are a team of highly experienced and credentialed professionals.

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We are clear, open, and above-board about every aspect of our service, from the reasons we’re recommending an investment to the fees we charge.

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We believe we have a responsibility to give back to the West Michigan community that has been integral to the success of our firm and so many of our clients. Learn more >