Contact Us

How can we serve 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.

Since 1987, we have made a commitment to give our clients value for their money. Our asset-based fee structure is designed to be very competitive in the marketplace – enabling you to keep more of your hard-earned dollars in your pocket. A win-win relationship!

Call us today at 616-942-1580 or email us using the form below for a no-obligation, private consultation.

Our Office

625 Kenmoor Avenue SE, Suite 209
Grand Rapids, MI 49546