Tailored Wealth Management
Your choice for Financial Services
The Long Run: Women and Retirement
America Group Wealth Management is an independent wealth management firm located in Grand Rapids, MI. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide objective, comprehensive, and appropriate financial strategies to all of our clients.
America Group works not only with high net worth individuals, small businesses, and women in transition in planning for their financial needs, but also University Endowments, Charitable Foundations, and Financial Institutions. We love what we do and are deeply committed to every single client. Every client has a personal relationship with our team and they are all special to us.
One-size fits all policies are best left to vacation bike helmets. At America Group Wealth Management, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.
We create strategies tailored to your goals.
Whether you’re a party of one or six, America Group Wealth Management customizes your investment strategies to fit your current needs and future goals.
We believe small businesses are the backbone of America. At America Group Wealth Management, we do our utmost to help your business thrive.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.