Tyler Bosgraaf (CFA®, CFP®)

Tyler Bosgraaf focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

At Norris, Perné & French, we use a three-meeting process to develop recommendations that make the most of each client's situation.

  1. Philosophy - The philosophy meeting ensures that what we do is a fit for what the client needs.  We are fiduciaries, which means that we only work with clients for whom we can do our best work. We require that each client have at least $1,000,000 to invest with us.
  2. Strategy - After the philosophy meeting, we gather information and draft a plan for our client.  At the strategy meeting, we review this plan to ensure that our information is correct, and that our viewpoint is consistent with the client’s expectations.
  3. Delivery - After the strategy meeting, we prepare final recommendations to make the most of our client’s situation.  At the delivery meeting, we review the final plan and provide recommendations to the client.

We actively manage your financial plan, taking into account life changes, as well as changes in taxes and the investment environment.

As a client, your plan may take advantage of these strategies:

  • Retirement planning
  • Tax minimization
  • Estate & charitable planning
  • Social Security optimization
  • Equity compensation planning
  • Concentrated position management
  • Multi-generational transfer strategies
  • Long-term care analysis

We work with your team of professionals when developing and implementing strategies.  We also stay on top of our areas of expertise to ensure that we deliver best-in-class work in your financial plan.

Additional Information

My name is Tyler Bosgraaf and I am a Portfolio Manager at Norris, Perné & French, a registered investment adviser (RIA) in Grand Rapids.

I was born and raised in the West Michigan area by a family of entrepreneurs and ever since a young age, when my father took me to a meeting with his financial adviser, I have known that I wanted to work in finance and desired to help others manage their finances so that they could focus on what they cared about.

At NPF, our mission is, “Partnering with our clients to grow and preserve their wealth through clear, sound, and trusted investment counsel”. Our passion is to help our clients manage their financial life in a prudent and responsible manner so that they can focus on the more meaningful aspects of life, whether that be spending time with family at home or golfing in Boca. For more information on the work I do at NPF and on NPF in general, I invite you to visit our website at www.norrisperne.com.

NAPFA Start Date

January 15, 2020

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This Office

40 Pearl St NW Ste 300 Grand Rapids, MI 49503-3026 Phone: (616) 459-3421