Pleasant Street Investments, Inc

310 Wealth Planning, located in Lawrence, MI, offers a comprehensive approach to financial planning that emphasizes the integration of all aspects of a client's financial life. Unlike traditional financial advisors who may primarily focus on investment management and retirement planning, they prioritize a holistic strategy encompassing cash flow, debt management, tax planning, life planning, and more. Founded by Caedmon Meisenheimer, CFP, the firm is dedicated to advocating for clients' best interests by providing personalized guidance tailored to each unique situation. Whether working with young professionals burdened by student loans or empty nesters preparing for retirement, 310 Wealth Planning aims to foster clarity and direction in achieving financial goals. Generated from the website

Consumer Investments is a financial services firm based in Benton Harbor, MI, specializing in investment management and financial planning for individuals and families. With a focus on personalized strategies and long-term wealth building, Consumer Investments aims to help clients achieve their financial goals through a range of tailored services and investment options. Generated from their business information

Lumpkins Private Wealth Management is a comprehensive planning and wealth management boutique located in Saint Joseph, MI. Led by President and Managing Director Dathan Lumpkins, the firm is dedicated to providing customized solutions for high-net worth clients, with a focus on families, physicians, and foundations. With over two decades of experience, Lumpkins Private Wealth Management believes in the values of dedication, transparency, and accountability, aiming to help clients understand the purpose of their money and align it with their long-term financial objectives. The firm's approach combines a core, opportunistic strategy with risk management and manager selection, utilizing diversification and satellite strategies to achieve the best possible return for a given level of risk. With a people-first posture and a commitment to great service, Lumpkins Private Wealth Management aims to build true relationships with clients, helping them build and protect their legacy through a plan-based approach and ongoing assessment of their portfolio. Partnering with Wells Fargo Advisors Financial Network, the firm offers a bundled solution of investments, advisory services, fixed income, and manager selection.Generated from the website