Clear Path Wealth Strategies

Lind Wealth Management is a financial planning and investment management firm located in Grand Rapids, Michigan. Lind Wealth Management provides a wide range of financial services to individuals and businesses, including financial planning, investment management, retirement planning, trust and foundation planning, education planning, insurance services, legacy planning, and charitable giving. The firm also offers a FETCH Financial Hub, which is a one-stop shop for all of your financial needs. Lind Wealth Management is committed to providing its clients with the highest quality of service and is dedicated to helping them achieve their financial goals.

ClearVista Advisors is a boutique financial advisory firm providing wealth management, financial planning, investments and retirement plan consulting. Clients include retirees, executives, retirement plans and women in transition (divorcees or widows). What makes us different? We only serve clients as a fiduciary. When we make a financial recommendation, it needs to be in your best interest today AND we have an ongoing obligation to make sure it is still in your best interest going forward. We are fully independent and currently work with Raymond James, Charles Schwab, TD Ameritrade and Fidelity to custody our client's accounts. *Investment Advisor Representatives are registered with Dynamic Wealth Advisors dba ClearVista Advisors

Schwallier Wealth Management LLC is a financial services firm located in Grand Rapids, MI. The firm provides a variety of financial services, including financial planning, investment management, risk management, tax planning, and estate planning. The firm has a team of experienced financial advisors who can help clients meet their financial goals. The firm accepts AMEX, cash, discover, master card, visa.