Preserve Wealth and Create Peace of Mind
In these challenging times, people across Grand Rapids, West Michigan and our entire state and country are worried about their personal and financial well-being. Many are not getting the attention or advice they need from their wealth management firms to ensure a clear financial plan, sound investment portfolio and trusted path forward for today and tomorrow.
We're here to help.
Founded in 1933, we are the one of the longest standing privately owned investment management firms in Grand Rapids. We are driven by a team of financial advisors committed to delivering objective and unbiased investment counsel to help individuals, families, businesses and endowments preserve wealth and create peace of mind. We do so through active investment management, comprehensive and focused wealth planning, and a tailored and coordinated experience.
As we only work with clients for whom we can do our best work and provide the highest level personal service, we require that each client have at least $1,000,000 to invest with us.
Our Promise to You
We are financial advisors who deliver objective and tailored investment advice based on the specific needs and goals of each client. In addition, we are fiduciaries who are legally obligated to act in the best interests of clients. Most importantly, we are proud to call ourselves “investment counsel” – a protected term under the Investment Advisers Act of 1940.
That is why you can be confident we will be:
We use straightforward, jargon-free language to simplify complex financial processes—and ensure that you understand exactly what is happening with your money.
Our advice is grounded in an in-depth knowledge of your personal situation coupled with first-hand research of investment vehicles and the companies behind them.
We earn trust by building personal relationships—as we have with generations of families that have relied on our counsel all the way back to 1933.