The Long Run: Women and Retirement
Leaving Your Lasting Legacy
WELCOME TO AMERICA GROUP WEALTH MANAGEMENT
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 independent, 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.
WE OFFER PERSONALIZED PLANS TO MATCH YOUR NEEDS
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.

Families
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.

Business Owners
We believe small businesses are the backbone of America. At America Group Wealth Management, we do our utmost to help your business thrive.

Where do you want your financial roadmap to take you?
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.