Put Your Money to Work for You with Investment Management.

Portfolios Built Around Your Goals

Our Investment Management Services

Tax Advantage
Strategies

Taxes shouldn’t erase your returns. We’ll help you structure your investments in a way that minimizes unnecessary taxes and keeps more returns in your pocket.

Portfolio
Management

You shouldn’t have to spend all your time researching and updating investments. Our team will build out your portfolio and consistently optimize it for success.

Alternative
Investments

There’s more than stocks and bonds. If you want to completely diversify your portfolio, we can help with alternative investments like real estate, antiques, hedge funds, and venture capital.

Equities, Annuities,
Mutual Funds and
Exchange Traded Funds

Our team works with a wide variety of financial products so we can help you select the investments that make the most sense for your life.

What Do You Get From Investment Management with West Michigan Advisors?

Balance of Risk and Reward

Each investor has unique needs and risk tolerance. We help you construct a portfolio that works with where you are and adjust it as your circumstances change.

Methodical Strategy

On their own, many investors get caught up in the news cycle. But our team looks at historical data, analyzes market trends, and utilize methodical strategy to go beyond emotion and help you reach your goals.

A Team of Counselors

We take a team approach to investing at WMA. We sit down together as an advisory council and bring our decades of experience together so you get the benefit of multiple experienced advisors.

Steady Hand in Uncertain Seasons

World events can lead to market uncertainty. But our seasoned experts have been there before and we know how to manage your investments even in the most challenging times. Enjoy the peace and assurance that experience brings.