New Kalamazoo office expansion!

We recently completed an acquisition of Chartwell Financial, a boutique RIA in Kalamazoo, Michigan. The move allowed us to expand our geographic footprint further throughout Michigan while providing a seamless succession plan to the retiring Chartwell team.

The transition went smoothly and as a result, we now serve as the financial advising team to over 500 families. Learn more about our Kalamazoo office by clicking Here