Find a Financial Advisor in Grandville, MI

Name: Allworth Financial – Grandville
Address: 4320 44th Street SW, Suite 102, Grandville, MI, 49418, US
Telephone: (616) 988-1180
Price range: $$

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.

Everything a modern investor needs – all under one roof.

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97%

client loyalty 31,000+ Clients²

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

Our Grandville, Michigan, team has used their unwavering dedication to personalized solutions and comprehensive planning to build long-lasting relationships with individuals and families throughout West Michigan and the greater Grand Rapids since 1995. This fiduciary financial advisor team offers support and guidance at each stage of your financial journey so you can prepare for the future with confidence.

Located just off the Rivertown Parkway, we invite you to visit our office to experience the Allworth difference with our team of Grandville financial planners.

Connect with an Allworth advisor

Brent Walker Partner Advisor CFP^®

Indianapolis, IN and Grand Rapids, MI Read bio

Kyle Kadish Financial Advisor

Riverwoods, IL Read bio

Logan Swallow Associate Advisor CFP^®, MBA

Indianapolis, IN and Grand Rapids, MI Read bio

Matthew Holmes Financial Advisor CFP^®

Indianapolis, IN and Grand Rapids, MI Read bio

Grandville

4320 44th Street SW
Suite 102
Grandville, MI 49418

Hours:
8am - 5pm, M-F

(616) 988-1180

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Our Integrated Services

With Allworth, you have direct access to a team of in-house financial specialists. It all works together as part of one, coordinated strategy.

Financial Planning

Scenario modeling to evaluate major decisions before they're made
Cash flow and liquidity planning for near- and long-term needs
Retirement income sequencing designed to manage tax exposure across account types
Social Security optimization as part of a broader income strategy

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Investment Management

Tax-efficient portfolio construction calibrated to your goals and risk profile
Concentrated stock management and position diversificaiton
Year-round automated tax-loss harvesting and tax-smart trading
Alternatives, structured notes, and defensive strategies

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Coordinated Tax Planning

Forward-looking tax strategy intergrated into your broader wealth plan
Roth conversion opportunities, assessed using a multi-year tax outlook
Charitable giving strategies, including DAFs, QCDs, and CRTs
Business sale and liquidity event tax planning to maximize proceeds

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Legacy & Estate Planning

Multi-generational wealth transfer planning designed to minimize tax exposure
Estate document alignment with current investment and tax strategies
Trust design and coordination across revocable and irrevocable structures
Charitable intent incorporated into legacy structure

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Insurance & Risk Services

Risk oversight integrated into your wealth plan, not handled separately
Critical gaps identified before they affect long-term priorities
Life, long-term care, and liability needs evaluated in full financial context
Coverage structured to preserve stability and flexibility as circumstances evolve

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Why do people choose Allworth?

At the end of the day, it’s all about placing our clients at the center of everything we do – every day.

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