A complete list of active advisors currently associated with Southwest Michigan Wealth Management, LLC

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

Southwest Michigan Wealth Management serves individuals, high‑net‑worth clients, families and small businesses and, as of year‑end 2024 managed about $29.4 million for roughly 166 client relationships. The firm provides discretionary portfolio management through third‑party asset managers and offers comprehensive and issue‑based financial planning, including written financial action plans for clients. The firm selects and monitors third‑party asset managers — naming Foundations Investment Advisors as a sub‑advisor — and retains discretion to hire or replace managers while maintaining the client relationship and monitoring investment objectives and risk tolerance. Its investment analysis includes fundamental, technical and cyclical methods, and account oversight includes monthly reviews and at least annual client meetings to update goals and risk profiles. Compared with many peers, the firm discloses affiliations with an insurance company and that its principal is a licensed insurance agent who may recommend commission‑bearing insurance products; these activities and the related conflicts are disclosed and described as mitigated by fiduciary obligations and internal policies. The brochure also indicates the firm conducts educational seminars or workshops for clients or prospects, a service offering that is less common among similarly supported firms.

To learn more about the advisors currently working at Southwest Michigan Wealth Management, LLC, 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.