Graetz Wealth

Jason Wenk is a financial advisor at Graetz Wealth with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Graetz Wealth since 2022. Prior to this, he held roles at Altruist Corp, where he serves as CEO overseeing product development, and at Retirement Wealth Advisors, among others. Outside of advising, he is involved in software development as CEO of Altruist Corp and owns interests in family holdings investing in a West Michigan recreation business. Graetz Wealth provides advisory services to individuals, corporations, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines passive index exposures with tactical adjustments and uses both fundamental and technical analysis as part of its investment process.

Ross Bush is a financial advisor at Graetz Wealth with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Brookstone Wealth Advisors, LLC, MML Investors Services, and MassMutual Financial Group. In addition to his advisory role, he is an owner of an insurance sales business. Graetz Wealth provides advisory services to individuals, corporations, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of passive index exposures and tactical adjustments in its investment process and employs model portfolios while maintaining ongoing monitoring responsibilities.

Brandon Graetz is a financial advisor with Graetz Wealth in Jenison, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Retirement Wealth Advisors, Inc. and Altruistic Retirement Planning, LLC, along with self-employment as an advisor since 2015. Outside of his advisory work, he serves as treasurer for the Lake Bella Vista Improvement Association and LBV Water Services. Graetz Wealth provides advisory services to individuals, corporations, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an investment process that combines asset allocation with passive and tactical strategies, utilizing model portfolios and third-party advisers while maintaining ongoing client monitoring.