Meet Your Wealth Advisor

Every relationship starts with a conversation.

During this complimentary initial consultation, we’ll talk through your financial life, explore your goals, and explain how we can help you.

If you live in Grand Rapids and wish to meet in person, we can meet at our office. Otherwise, we can meet via Zoom or by phone.

If we’re a good fit for one another, we’ll know during this conversation. However, there’s no pressure for either of us to make a decision right then. You can ask to get started immediately, or you can take some time to think about it.