A complete list of active advisors currently associated with Advize Wealth Management

Warmer can help you find a great advisor at Advize Wealth Management or one who fits your needs even better.

Advize Wealth Management PLLC advises individuals, high-net-worth clients, and employer plan sponsors, offering wealth management, investment management, and both ongoing and project-based financial planning. The firm provides discretionary portfolio management and client-specific investment plans, and it also offers employee benefit plan consulting and participant education for plan sponsors. The firm’s investment approach centers on strategic and tactical asset allocation with a primary emphasis on passive investing, and it regularly uses outside managers and third‑party model portfolios to implement allocations. Advize also deploys technology-enabled platforms—explicitly Betterment for Advisors as a sub‑advisor and the Altruist Model Marketplace—alongside custodial relationships with Schwab, Altruist, and Betterment to execute and administrate client strategies. Noteworthy distinctions include that multiple firm representatives are licensed to sell life and health insurance and may receive commission income from insurance product sales, a practice that is relatively uncommon among peers. The firm also participates in the Betterment Advisor Network (BAN) and receives client referrals through that program and the Altruist marketplace, arrangements the brochure discloses can involve platform wrap charges and a program transfer-out fee that create potential conflicts of interest the firm discloses and mitigates.

To learn more about the advisors currently working at Advize Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Nicholson	Rochester, MI	18
Colin Overweg	Rochester, MI	11

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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