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.

Kurt Arvidson

Kurt Arvidson, CFA, MBA

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Jay Wisentaner

John F. "Jay" Wisentaner, CFA

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Chad Dutcher

Chad Dutcher, CFA, CPWA®

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Marilee Bartl

Marilee Bartl, CPWA®

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Dan Lupo

Dan Lupo, CFA, CFP®

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Glenn Hefner

Glenn Hefner, CFA

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Dave Hodge

Dave Hodge, CFA, CFP®, CDFA®

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John Darling

John D. Darling

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Tyler Bosgraaf

Tyler Bosgraaf, CFA, CFP®

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Jarred Copeman

Jarred Copeman

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Jason Strockis

Jason Strockis, IACCP®

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Connor Sheehy

Connor Sheehy, CMT®

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Rachel Sheldon

Rachel Sheldon

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Elizabeth Poole

Elizabeth Poole

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Heather Elve

Heather Elve

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Jenna White

Jenna White

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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.

1_Personal

Personal

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.

2_Ethical

Ethical

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.

3_Independent

Independent

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.

4_Qualified

Qualified

We are a team of highly experienced and credentialed professionals.

5_Transparent

Transparent

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.

6_Philanthropic

Philanthropic

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 >