Financial Advisors & Wealth Management Services in Grandville, MI


 

Allworth's Grandville, Michigan, office works with individuals, families, and professionals across West Michigan and the greater Grand Rapids region whose wealth demands more than conventional advice. Our in-house financial planning team coordinates investment management, tax strategy, legacy planning, and risk management within a single advisory relationship, so no decision gets made in isolation.



Lifestyle3
97%
client loyalty 31,000+ Clients2
30
years in business $39 Billion AUM4
Ranked Top 15 Barron’s Top 100 RIA Firms1
Best in Class Ethics NBRI9

Your Grandville Wealth Management Team


 

West Michigan has long been defined by a culture of entrepreneurship, family business ownership, and multigenerational wealth built through manufacturing, professional services, and privately held enterprise. The greater Grand Rapids region is home to some of the Midwest's most significant family-owned businesses, and the financial lives that accompany that kind of legacy span business succession, tax-efficient wealth transfer, estate planning across generations, and long-term legacy goals that reflect decades of careful stewardship.

Allworth's Grandville team of fiduciary advisors and in-house wealth planning specialists has deep roots in West Michigan, bringing the coordinated expertise that financial lives of this complexity deserve.

 

Brent Walker
Brent Walker Partner Advisor CFP®
Indianapolis, IN and Grand Rapids, MI Read bio
Kyle Kadish
Kyle Kadish Financial Advisor
Riverwoods, IL Read bio
Logan Swallow
Logan Swallow Associate Advisor CFP®, MBA
Indianapolis, IN and Grand Rapids, MI Read bio
Matthew Holmes
Matthew Holmes Financial Advisor CFP®
Indianapolis, IN and Grand Rapids, MI Read bio
Grandville

 

Located at the corner of 44th Street SW and Canal Avenue SW. Easy access from M-6 as well as I-196 (Rivertown Parkway exit). Free on-site parking is available. Conveniently situated for clients traveling from across the greater Grand Rapids region, including Muskegon, Holland, and Grand Haven.

4320 44th Street SW
Suite 102
Grandville, MI 49418

Hours:
8am - 5pm, M-F

(616) 988-1180

 

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