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Gabriel N

Series 65

Wyoming, MI

JVL Wealth Strategies

Gabriel Newhof is a financial advisor with JVL Wealth Strategies in Wyoming, Michigan. He holds a Series 65 designation and has one year of industry experience. Prior to joining JVL Wealth Strategies, Gabriel worked at James Madison University and Spring Arbor University, and was involved with Basics Sports. JVL Wealth Strategies is a team-based firm serving individuals, trusts, estates, charitable organizations, and certain business entities. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a combination of passive and active investment strategies alongside a formal manager selection and monitoring process.

Private / alternative investments Multi-generational wealth transfer Charitable giving & philanthropy Family Business
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Adam S

CFP®, Series 65

Wyoming, MI

JVL Wealth Strategies

Adam Suwyn is a CFP® professional with four years of experience in the financial industry. He has worked at JVL Wealth Strategies since 2023 and previously held positions at JPMorgan Chase and Greenleaf Trust. JVL Wealth Strategies provides financial planning, wealth management, and investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and certain business entities. The firm employs a disciplined investment process that includes asset allocation, fundamental and technical analysis, and a combination of passive and active strategies, managing approximately $784 million in assets for about 186 clients.

Private / alternative investments Multi-generational wealth transfer Charitable giving & philanthropy Family Business
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Shane H

CFP®, Series 65

Wyoming, MI

JVL Wealth Strategies

Shane Holcomb is a CFP® certificant affiliated with JVL Wealth Strategies in Wyoming, MI, with two years of industry experience. Prior to joining JVL Wealth Strategies, he worked briefly at Fidelity Investments and at Calderone Golf Club. JVL Wealth Strategies is a team of eight advisors serving individuals, trusts, estates, charitable organizations, and certain business entities. The firm provides discretionary portfolio management and comprehensive financial planning, employing a mix of passive and active investment strategies along with a formal manager selection process for separately managed accounts.

Private / alternative investments Multi-generational wealth transfer Charitable giving & philanthropy Family Business
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Matthew K

CFP®, CFA®, Series 63, Series 65

Wyoming, MI

JVL Wealth Strategies

Matthew Kunnen is a CFP® and CFA® with 12 years of industry experience. He has worked at JVL Associates, LLC since 2013 and is currently part of the eight-advisor team at JVL Wealth Strategies in Wyoming, Michigan. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for approximately 173 clients. The firm serves individuals, charitable organizations, trusts, estates, and business entities, employing a blend of passive and active investment strategies alongside access to private funds and separate account solutions.

Private / alternative investments Multi-generational wealth transfer Charitable giving & philanthropy Family Business
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Nathan L

CFP®, Series 65

Wyoming, MI

JVL Wealth Strategies

Nathan Lowe is a CFP® with 11 years of industry experience, currently serving as an advisor at JVL Wealth Strategies. Prior to joining JVL Wealth Strategies in 2022, he worked for eight years at Plante Moran Financial Advisors. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for a diverse client base including individuals, charitable organizations, trusts, estates, and business entities. The firm employs a blend of passive and active investment strategies, offers discretionary portfolio management, and provides specialized services such as trustee and executor support.

Private / alternative investments Multi-generational wealth transfer Charitable giving & philanthropy Family Business
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Gerald V

CFP®

Wyoming, MI

JVL Wealth Strategies

Gerald Vanderlugt is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He is associated with JVL Wealth Strategies and has been involved with JVL Associates since 1994. JVL Wealth Strategies provides comprehensive financial planning, wealth management, and investment advisory services to individuals, trusts, estates, charitable organizations, and certain business entities. The firm employs a disciplined investment approach combining asset allocation, fundamental and technical analysis, and both active and passive strategies, managing approximately $784 million in assets for a select client base.

Private / alternative investments Multi-generational wealth transfer Charitable giving & philanthropy Family Business
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Chad S

CFP®, CFA®

Wyoming, MI

JVL Wealth Strategies

Chad Soukup is a CFP® and CFA® with 15 years of experience in financial advising. He has worked at JVL Associates, LLC since 2019 and was previously with Plante Moran Financial Advisors, LLC for 12 years. Soukup is based in Wyoming, Michigan. JVL Wealth Strategies is an SEC-registered advisory firm serving individuals, charitable organizations, trusts, estates, and business entities. The firm employs a combination of passive and active investment strategies, offers discretionary portfolio management, and provides access to private funds and separate account solutions.

Private / alternative investments Multi-generational wealth transfer Charitable giving & philanthropy Family Business
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Haley D

CFP®, Series 65

Wyoming, MI

JVL Wealth Strategies

Haley De Haan is a financial advisor at JVL Wealth Strategies with a Series 65 designation and one year of industry experience. Prior to joining JVL Wealth Strategies, Haley worked at OVD Insurance and held various roles at Grand Valley State University and Thornapple Manor Nursing Home. JVL Wealth Strategies is an SEC-registered advisory firm managing over $672 million for approximately 173 clients through an eight-advisor team. The firm serves individuals, charitable organizations, trusts, estates, and business entities, offering financial planning, wealth management, and discretionary portfolio management with a focus on asset allocation and a combination of passive and active investment strategies.

Private / alternative investments Multi-generational wealth transfer Charitable giving & philanthropy Family Business
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