Investment Management Services in Grand Rapids & Byron Center, MI

Invest with Purpose & Clarity

We offer investment management for individuals and families in Grand Rapids, Byron Center, and nearby communities. Whether you’re just getting started, building wealth mid-career, or drawing income in retirement, we help you make confident investment decisions. Our approach is personalized, steady, and built around your goals — not short-term trends.

What Investment Management Looks Like

We start by getting to know your priorities and risk tolerance, then build a portfolio strategy that fits. Over time, we rebalance and adjust as your life changes — whether that’s a new job, a major purchase, or a shift in retirement goals.

Our investment guidance typically includes:

A folder with a dollar sign on it.

401(k) &  IRA Planning

Help managing rollover decisions, Roth conversions, contribution strategies, and income drawdown.

A black and white icon of a receipt with lines on it.

Tax-Efficient Strategies

Coordinate investments with your overall tax picture to minimize what you owe now and later.

A line drawing of a trophy on a white background.

Diversified Portfolios

Build investment mixes across asset classes to reduce risk and support long-term growth.

A black and white drawing of a graduation cap on a white background.

Use investment accounts like 529 plans or custodial accounts to support future tuition needs.

A black and white icon of a gift box with a bow.

Legacy & Gifting Strategies

Explore tax-smart ways to transfer wealth to the next generation, charities, or causes you care about.

A black and white icon of a calendar with squares on it.

Ongoing Reviews & Adjustments

We meet regularly to review your accounts, rebalance as needed, and stay on track toward your goals.

Our Philosophy

We don’t chase headlines or market noise. Instead, we believe in long-term investing based on goals, time horizon, and risk management. You won’t find hot stock tips here — just steady, informed guidance that fits your life.


We work with a wide range of investment accounts, including:

Traditional & Roth IRAs

Employer retirement plans

Individual brokerage accounts

Joint & trust-owned accounts

SEP & SIMPLE IRAs for business owners

Local Investment Guidance Matters

We serve clients across West Michigan, and we understand the financial landscape here — from the role of local employers to the needs of professionals, retirees, and business owners in Kentwood, Wyoming, Gaines Township, and beyond.


Many of our clients are navigating benefits from major companies based in Grand Rapids or looking for help managing equity compensation, pensions, or multiple retirement accounts. That’s where local insight adds value — helping you make informed decisions based on what’s typical in our area.

Contact Us

Common Questions

  • Do I need to be wealthy to invest?

    No. You don’t need millions to benefit from smart investment advice. We work with many families who are building wealth over time.

  • Can you manage my 401(k)?

    In most cases, we can’t directly manage your 401(k) while it’s at your employer, but we can guide you on how to invest it wisely and help with rollovers when the time comes.

  • How do you choose investments?

    We focus on asset allocation first, then select investments that match your needs — often low-cost mutual funds or ETFs. We always consider tax implications and risk tolerance.

  • What if I already have an advisor?

    That’s okay — a second opinion never hurts. We’ll review your current strategy and let you know if anything needs to change.

  • How often do we meet?

    We meet as often as needed, with regular check-ins to keep you on track and adjust your plan as life changes.

Start Building a Smarter Strategy

If you’re ready for a clearer path forward with your investments, we’re here to help. Let’s talk about where you are, where you want to go, and how we can get there together.