Trusted. Aligned. Strategic.
Our experienced team and strong ties to Shelby State Bank and LPL Financial means you can count on us to provide professional full-scale services, professional products and high levels of service, while maintaining a community feel.
Through investment consulting services and financial planning, we'll strive to keep your future on track.
We’ll meet you where you’re at.
Our expert team readily supports the communities of west Michigan – Fruitport, Hart, Hesperia, Ludington, Manistee, Montague, North Muskegon, Pentwater, Shelby, Whitehall and beyond – with top-notch wealth management services and solutions.
With deep roots in our local communities, we embrace the essence of small-town camaraderie, doing our part to be caring, involved and supportive to help the community prosper. As a neighbor, we relate to the common values of those living in our region, and we understand how to guide you to pursue your dreams.
Our Approach
Supporting individuals and businesses in west Michigan with full-scale financial services and professional products, while maintaining a community feel.
Our Services
Investment consulting, financial planning and personalized attention to provide attentive guidance for some of life's most important decisions.