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As a fee-only fiduciary, Voisard Asset Management Group aims to be your personal financial planners in Grand Haven. Our holistic financial planning approach builds on the relationship between you and your wealth management advisor. Our proven process includes providing unbiased advice from investment professionals that carry the CERTIFIED FINANCIAL PLANNER™ designation and the Series 65 license.
What Is 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?
As Grand Haven residents, we know your story differs from those who live in the larger cities. We want you to be comfortable telling us that story and how you 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 on the lakeshore.
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.
