Working for you since 2007.
You work hard for your money. We work hard to make sure your money is doing the same.
Fee-only; no commission. Learn more about how the fee-only difference works for you.
SWM strives to be Grand Rapids' most trusted provider of honest financial management to hardworking professionals and entrepreneurs. Meet the folks who make this possible.
A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client.