Trust One of the Fee-Only Investment Firms in Michigan
Fee-Only Fiduciary
401k Management
Market Updates
Investing doesn't have to feel like a roller-coaster
As one of the fee-only, holistic investment firms in Michigan, Voisard Asset Management Group builds on the relationship between you and your wealth management advisor.
As we strive to be the best financial planning firm in Grand Rapids, know that our investment professionals carry the CERTIFIED FINANCIAL PLANNER™ designation and the Series 65 license.
A Fee-Only Fiduciary
Oversight
Multi-asset, multi-style, multi-manager portfolios
Long-Term Growth
Disciplined decision making without chasing short-term volatility
Diversification
Stocks, bonds, real estate investments, and cash positions
Why is Voisard Different?
We know you have a story to tell, and want it to continue on your terms. It’s up to the wealth advisors at Voisard to evaluate your situation by learning about your goals, risk tolerance, time horizon, return expectations, income requirements, and special circumstances. Developing this relationship sets us apart from other firms in the area.
Conversation
Start your investment journey by scheduling a conversation by clicking the button below.
Detailed Review
Voisard will let you know which financial resources we’ll need to start our in-depth review process.
Decision Point
After we create a financial plan, your wealth advisor will implement each part correctly.
