Legacy Planning & Associates

Dawes Wealth Management is a financial services firm based in Grand Rapids, MI, specializing in wealth management and investment advisory services. With a focus on personalized financial planning, Dawes Wealth Management helps clients navigate their financial goals and objectives with tailored strategies and guidance. Generated from their business information

Fiduciary Financial Adviser in Grand RapidsFor nearly 40 years, weve helped people pursue their financial goals with personalized advice and comprehensive wealth management. 401(k) / retirement plan advice Retirement planning Financial planning Investment management Tax strategiesWere a fiduciary, which means we always put your interests first. We charge a fee-only basis, so you can be confident that we are not motivated by commissions.Were located in Grand Rapids and serve clients throughout west Michigan.Schedule a free consultation with one of our experienced financial advisers today and learn how we can help you work toward your financial goals.

Synergy Wealth Management is a fee-only registered investment advisory firm based in Grand Rapids, MI. They specialize in providing investment management, financial planning, and wealth guidance services to individuals and small companies. The team at Synergy Wealth Management focuses on helping clients manage their portfolios in a low-cost, academically based manner. They place a strong emphasis on monitoring clients' financial health to ensure informed decision-making. Founded by Fred Iacovoni, the team also includes advisors Tyler Kotlarz and Ryan Huyser, all dedicated to helping clients achieve their financial goals. Synergy Wealth Management prides itself on its strict definition of fiduciary responsibility, ensuring clients' best interests are always the top priority. Generated from the website content