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:
Help managing rollover decisions, Roth conversions, contribution strategies, and
income drawdown.
Tax-Efficient Strategies
Coordinate investments with your overall tax picture to minimize what you owe now and later.
Diversified Portfolios
Build investment mixes across asset classes to reduce risk and support long-term growth.
Use investment accounts like 529 plans or custodial accounts to support future tuition needs.
Legacy & Gifting Strategies
Explore tax-smart ways to transfer wealth to the next generation, charities, or causes you care about.
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:
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.
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.