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Personal & Collaborative Advisement
Wealth Management and Investment Advisor Services
portfolio Management Services
Trust & Estate Admin
Retirement Planning
Family Financial Services
Tax Planning
Our People

Muskegon Location
221 West Webster Ave.,
Suite 400
Muskegon, MI 49440
Phone: 231.728.2406
Fax: 231.728.0177

Grand Rapids Location
161 Ottawa Ave. NW,
Suite 200-G
Grand Rapids, MI 49503
Phone: 616.742.0557
Fax: 616.988.4744
 
 
Contact Us

If you have questions about how we can serve you, your family or your business, please do not hesitate to contact us. We will schedule an appointment, at your convenience, for you to meet with a member of our staff who is knowledgeable and experienced in the area in which you require assistance. Please contact us by telephone, e-mail or by sending us the short form below.

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