Always serve our clients' needs first. Be fair, complete and truthful. Give independent and objective advice. Have frequent and meaningful contact. Improve upon our knowledge, wisdom and competence. Provide full disclosure of costs and risks. Adhere to strict confidentiality. Give back to our community. Serve with gratitude.
The experience and education of our team members represents a thorough knowledge of fiduciary practices and the ability to demonstrate wisdom in managing investment decisions. Our team is committed to continuing education, providing you with excellence you can trust, and keeping current with industry best practices.
We are affiliated with Raymond James, a leading financial services firm consistently ranked as one of the nation's best. As leaders in market research and data analysis, you can trust that you are getting relevant, valuable information to support the decisions you're making. Our team has the freedom to work strictly in your best interest. You can trust that we won't put any interest above your own.
We believe it is important to be good stewards of that which has been entrusted to us. Stewardship is defined as the careful and responsible management of something entrusted to one's care. In order to be good stewards of the resources we have been blessed with, we give back to our community by donating our time, talent and financial resources. We are proud to invest in the many worthy organizations in the West Michigan community.
We are a team of highly talented and responsible individuals. With a deep bench of experience, we know our business and are confident in our ability to steer you through whatever complexities you find yourself navigating. We care deeply for the individuals and institutions that make up the West Michigan community and often find that our clients end up feeling more like friends and family.View Team
* Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for more information and availability.