Tom Bosch

Financial Advisor & Partner

I have taken on several different sales and management roles during my business career. I entered the wealth advisory realm more than 20 years ago and have enjoyed the opportunities all along the way. I appreciate working with all clients but have gravitated to advising a smaller clientele with higher net worth because I feel I can get to know the people better and can add value more appropriately. This area allows me to offer services beyond investments, such as trust and estate reviews, extensive planning, insurance products where needed, and working with other family members.

Having grown up here in Holland has allowed me to be involved in many groups, organizations, and committees, where I have been privileged to meet people from all over West Michigan.

Away from the office, I am ready for any sports activity — indoors or outdoors, to either play or watch. I especially enjoy playing golf, cycling, and hiking.

Meet Tom

Contact Details

Education

BA, Business Administration
Grand Valley State University, Allendale, MI

Chartered Wealth Advisor

Designations & Certifications