A Fee-Only Fiduciary
Thirty different stocks, spread across a brokerage account, a 401(k), and an RSU plan. On paper, that looks like diversification. However, a factor analysis can often tell a different story: it’s possible that a majority of the portfolio’s movement can be tracked to a single...
Why August Is the Right Time for Year-End Tax Planning Every tax planning article you’ll...
You updated your estate plan last year. New trust, refreshed will, and current powers of...
Most Wealthy Parents avoid talking to their children about inheritance because they’re afraid. Not of...
“We start all relationships with a simple conversation to learn more about you. Investing your time with our team of professionals will pay long term dividends for you and your family.”
At Voisard Asset Management Group, planning is intentional and coordinated. As a Grand Rapids-based fiduciary advisory firm, we work with financially complex families and high-net-worth individuals to bring structure to significant assets, multi-layered tax considerations, retirement income design, and long-term legacy planning.
Our holistic process integrates investment strategy, tax efficiency, estate planning coordination, and income planning into one cohesive framework. The result is not a collection of accounts, but a disciplined strategy designed to adapt as markets, laws, and family circumstances evolve.
Founded in 2002, Voisard Asset Management Group is a fee-only independent financial planning practices in Grand Rapids.
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