We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Nick Bond, CFP®, MBA
Sr. Wealth Advisor
Grand Rapids
Grand Rapids
Scott Williams, CFP®
Sr. Wealth Advisor
Grand Rapids
Grand Rapids
Ready to get in touch? My team and I are here to help.
Anthony Koehler, CFP®, MBA
Regional Vice President
Grand Rapids
Grand Rapids
Grand Rapids
By appointment only
3940 Peninsular Drive SE
Regus, #230
Grand Rapids, Michigan 49546
Grand Rapids Offices Fast Facts & Specialties
- Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
- Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
- We’re proud that nearly half of our client-facing team firm-wide are women.
Meet Our Talented Advisors
Our team is deeply embedded in the Grand Rapids community and specializes in areas relevant to local residents.