Schwallier Wealth Management LLC

Schwallier Wealth Management LLC is a comprehensive financial services firm.  We offer customized programs that are designed to grow and protect wealth. It is our commitment to deliver an exceptional level of personalized service and expertise.

“We uphold a fiduciary Standard.”

Going beyond the numbers, the asset allocation, the strategies, and the planning is what we do.

Getting to know our clients is job one. Being the best at providing advice and solutions is an important job two.

Our clients don’t want to worry about whether their planning and investments are being handled properly or whose interests come first.

Clients benefit from the peace of mind that our top-notch planning and investment management provide them.

Submit

Advisors at this Office

Submit

This Office

4764 Fulton St E Ste 201 Ada, MI 49301-9086 Phone: (616) 855-2051 Fax: (616) 855-2242

Primary Office

4764 Fulton St E Ste 201 Ada, MI 49301-9086 Phone: (616) 855-2051 Fax: (616) 855-2242