Contact us
We’re at our best when we’re working alongside our clients and their families. If you’re interested in learning more about who we are or how we work, we would love to hear from you.
We look forward to getting to know you.
38 Commerce Ave SW #310
Grand Rapids, MI 49503
Show Notes: 10B5-1... is it a license plate number? Is it the combination to the lock on your luggage? Â No, it's the form you need to pay attention to if you're in a position to worry about insider trading. Â Should you be paying attention to this process? Â Let's take...
In episode 2 of Capture the Upside, Kevin and Sean focus is on readying your estate for tax season.
We take a collaborative team approach. Our team members have diverse professional backgrounds and demonstrate the highest level of integrity and commitment to clients.
Partner & Private Wealth Advisor.
