America Group Financial Services

A Personalized Approach to Financial Success

America Group Wealth Management, based in Grand Rapids, Michigan, has guided individuals, families, small businesses, and organizations toward financial success for over two decades. We are an independent wealth management firm driven by a passion for providing personalized, comprehensive financial strategies that align with each client's unique goals and aspirations.

Who We Are

Our team comprises experienced professionals with diverse backgrounds in taxation and law, empowering us to offer robust and well-rounded financial guidance. We are committed to open communication, transparency, and building lasting relationships with every client.

What We Offer

We tailor our services to cater to your specific needs, offering:

Individual Planning

• Personalized investment strategies aligned with your risk tolerance and goals
• Financial planning for retirement, estate, and legacy planning
• Tax optimization strategies

Family Planning

• Collaborative wealth management for couples and families
• Customized investment strategies for families with diverse financial situations

Business Solutions

• Comprehensive financial planning for small businesses
• Succession planning and wealth preservation strategies
• Strategies to maximize employee benefits and compensation

Our Guiding Principles

Our core values underpin our approach to wealth management:

• Client Focus: We prioritize understanding your unique needs and goals to deliver personalized solutions.
• Integrity: We maintain the highest ethical standards and transparency in every interaction.
• Innovation: We embrace technological advancements to offer efficient and effective solutions.
• Collaboration: We work in partnership with clients and other professionals to achieve financial success.

Experience and Expertise

Our team has extensive experience in:

• Investment management
• Retirement planning
• Tax planning and compliance
• Estate planning
• Business valuation and succession planning

Partnering for Your Success

America Group Wealth Management believes in building long-term relationships with clients. We are committed to working collaboratively with you to achieve your financial goals and navigate the complexities of the financial landscape.