Building a Secure Financial Future, Together
At Voisard Asset Management Group, we take a comprehensive approach to wealth management, empowering individuals to achieve their financial goals and secure their financial future. Founded in 2002, we are an independent, fee-only financial planning practice in Grand Rapids, Michigan.
Our Philosophy
We believe in building lasting relationships with our clients, focusing on understanding their unique needs and aspirations. Our team of experienced professionals works collaboratively to create personalized financial plans that align with their individual goals and circumstances. We are committed to transparency and open communication, ensuring clients are fully informed and engaged throughout the process.
Our Services
We provide a comprehensive suite of services designed to address the diverse financial goals of our clients. This includes:
Financial Planning
- Comprehensive financial assessments
- Goal-setting and planning
- Investment portfolio management
- Retirement planning and analysis
- Estate and tax planning
- Risk management strategies
Investment Management
- Customized portfolio construction based on individual goals and risk tolerance
- Ongoing portfolio monitoring and rebalancing
- Access to a diversified selection of investment options
Client-Focused Approach
- Collaborative and personalized communication
- Transparent reporting and progress updates
- Dedicated client portal for online access to account information
- Regular client reviews to reassess goals and update plans
Why Choose Voisard Asset Management Group?
- Fiduciary Approach: We prioritize client interests as our top priority, acting as a true fiduciary in all our client relationships.
- Independent and Fee-Only: We are not beholden to any large institutions or hidden fees, allowing us to make objective recommendations.
- Experienced Team: Our team of CERTIFIED FINANCIAL PLANNER professionals hold the highest industry credentials and bring extensive experience to the table.
- Holistic Approach: We consider all aspects of your financial life, working with you to create a holistic and sustainable plan for success.
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