Financial Future, Retirement Planning, Investment Strategies

GO YOUR OWN WAY

Investing with knowledge and discipline.

Learn more

We are located in

downtown Muskegon.

111 W. Western Avenue,

Muskegon, Michigan 49442

.

WE WORK FOR YOU

Our Mission is to provide unique and thoughtfully constructed wealth management services in a highly personalized manner, with individual attention and a genuine concern for each and every client.

Learn more

CHECK OUT OUR VIDEO ROTATOR BELOW

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

A New Approach to Planning

Our services range from financial planning to investment management.
No matter what, though, our focus is always you.

Social Security Planning

Learn your choices and when to take your Social Security benefits.

Learn more

Annuity Analysis

5 reasons why we dislike annuities.

Learn more

Financial Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

WHAT OUR TEAM HAS TO SAY

“Investing with knowledge and discipline, delivered by a great team that cares.”
- Michael Poland, CFA
Wealth Advisor / Portfolio Manager
“It’s my goal to educate clients to save; save for retirement and live within their means.”
- Sherri Balaskovitz
Director of Marketing / Director of Operations
“We put our clients’ interests first and are honest about what they can expect.”
- Melanie Meyer
Wealth Advisor / Financial Planning
“It's my goal to ensure that every client feels confident and satisfied in having chosen our team to guide them through their financial future.”
- Caitlyn Mouw
Client Services / Director of First Impressions

Tell Us How We Can Help You Today

Name

Email

Address

Phone

Question

Thank you! Oops!