Notice: Form ADV 2A     ADV Part 3 – Customer Relationship Summary

A Time-Tested Investment Approach

Inspired By Investing Legends

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Welcome,

LaFleur & Godfrey is a SEC Registered Investment Advisor (RIA) based in Grand Rapids, Michigan. The firm “traces its origins” to 1987, when James LaFleur and Richard Godfrey began serving individuals and families in the West Michigan area with professional money management services. 

While we have grown organically throughout the years, in 2020, L&G acquired the assets of Gimbal Capital Management and in 2021, Investment Counsel, Inc. came on board.

Although both Jim and Rick have since retired, Dan VanTimmeren, John Koczara, and John Dice lead the firm with the same high standard and investment principles set forth over 30 years ago.

We invite you to meet the LaFleur & Godfrey team.  We believe that you will soon realize why almost $800 million dollars in client assets is entrusted with us.  Client centric investing solutions focused on YOU!

Focus Partner Firm LaFleur & Godfrey Announces Transaction with Investment Counsel.


Stay healthy and be safe
as together we address this crisis.

We at LaFleur & Godfrey, LLC take the health and safety of our Clients and Employees very seriously. Therefore we are restricting access to our office to only essential service employees with other staff working remotely. Client meetings and communications will take place via traditional mail, e-mail, phone and video conferencing. We remain available and committed to serving your financial needs during this extraordinary time. Please do not hesitate to call or e-mail us.

How can we help you?

We believe it is a privilege to be your wealth manager. It is a responsibility we do not take lightly. Our dedication to our clients is what sets us apart. We are confident that you will agree.

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Compass
Custom Equity Portfolios

One size does not fit all. We believe your portfolio shouldn’t either. We craft your equity portfolio only after a thorough understanding of your unique goals and personal circumstances. As a fiduciary, we put your interests first…Always!

Fountain Pens
Retiree Income Solutions

You have worked hard for your money and now you are ready to enjoy your golden years. Our income-producing solutions enable you to get the most out of your nest egg while also giving you the security and peace-of-mind that you deserve.

Chess Game
Holistic Wealth Management

We believe there is some truth to the saying ‘jack-of-all-trades, master of none’. As such, we have developed an expansive network of local professionals to assist us with coordinated planning solutions.