Advize Wealth Management
My passion is to help people live their greatest life by crafting & executing goal-based financial strategies.
Financial planning is more than just growing large portfolios; it's about providing the means to live a purposeful life. I believe that developing deep and meaningful relationships with our clients is the key to giving valuable and personable advice.
Advize Wealth Management is a boutique financial planning firm helping people from around the country make smart financial decisions. We specialize in retirement planning and investment management for busy professionals approaching retirement.
ON A PERSONAL NOTE
I'm from the small town of Zeeland, located in West-Michigan. When I'm not crunching numbers for clients I enjoy reading (non-fiction), video blogging (YouTube), golfing (handicap +10) , traveling (anywhere warm), and action water sports (waking boarding, surfing, etc). I look forward to helping you retire on your terms!