Investment Management - Portage, Michigan, United States
Our family has been dedicated to serving the people of West Michigan since 1985. We love getting to know you personally and learning what you value the most so that we can design a financial plan that best represents those values. Our advisory team represents a wide range of backgrounds who serve our community not because it's our job, but because we truly have a passion for leading our clients through the phases of their financial life with confidence instead of fear.