Celebrating 20 years of serving the people of Grand Rapids

A collection of tools and resources to help keep you informed

A key component of our commitment as financial advisors is a dedication to keeping our clients educated and informed. So in this section, we offer the latest news from our team, updates on our industry and perspectives from market luminaries. You’ll also find helpful financial calculators and links to other useful websites.

Be sure to stop in often for regular updates.

Investor Access – Click here to login to your account.

News and Events

November 2014 – We are pleased to announce
that Paul Veltman has been named to the
2015 Raymond James Chairman's Council,
the firm's highest honor.

Clients' Needs Always Come First – As Seen In Forbes, December 29, 2014

Analyst Commentary


Helpful Links

*Membership is mainly based on assets under management, education, credentials and fiscal-year production. Re-qualification is required annually.
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