Is your portfolio ready for a recession?

We Take care of tomorrow.

So you can enjoy today.

we take care of tomorrow.

So you can enjoy today.

Grand Rapids Wealth Management

This is WMA

At West Michigan Advisors we’re a team of experts who believe financial planning should be personal.

We know it’s not all about dollars and cents. It’s about enjoying your retirement and being there for your spouse, kids and grandkids. Money is a tool to care for people (yourself included!).

That’s why we keep things human.

Speaking of humans, we believe we have some of the best around. Check out our team below. And if you’re curious about inviting us into your story, then schedule a call.

Meet the Team

MANAGING PARTNER

Kevin Clark, WMS, RCC

Jeff Perkins
VICE PRESIDENT, WEALTH MANAGEMENT

Jeff Perkins

PARTNER

Shane Ailes, AIF, RICP

PARTNER

Aaron Clark, AIF®

PARTNER

Tom Bosch

FINANCIAL ADVISOR

Matt Hogg, AIF, AAMS®

FINANCIAL ADVISOR

Ken Bauman

FINANCIAL ADVISOR

Heather Mosher, AAMS®

FINANCIAL ADVISOR

Kyle Bross, AAMS®

Associate Financial Advisor

Caleb Schoon

Need help thinking through financial strategy?

Unsure whether you’re ready for retirement?

Stressed out by a recent life event?

We’re ready to help you!

our team

Prepare your portfolio for a recession the right way.

Download our free guide on getting peace of mind about your retirement future, no matter the state of the economy. We’ll talk about how to plan for retirement before and during a recession, no matter what age you are now, so you can be confident in the decisions you make for you and your family.

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