SEC CRD #801-79681
Wealth Management In Grand Rapids | Midwest Capital Advisors Wealth Management Portal Wealth Management in Grand Rapids Start planning for your future today We are a fee-only fiduciary ready to help you meet your financial goals. Let s Talk 3 Our Services Midwest Capital Advisors manages wealth for individuals and offers institutional retirement plan services for companies. We partner with our clients to help them make smart financial decisions and simplify their financial lives. Wealth Management We provide a “hands-on” approach to managing wealth for successful families and individuals. Learn More Retirement Plans Work with our experienced retirement plan advisors to help your company and its employees set up a better future. Learn More We Are Your Wealth Management Partners In Grand Rapids At Midwest Capital Advisors, we partner with our clients to understand your short-term and long-term goals. We will work with you to design, build, and implement a plan to meet those goals while managing the wealth you’ve built. Our team-based approach harnesses the collective wisdom of our advisors and your own support team. Fiduciary Responsibility We put our clients’ interests ahead of our own. We act with prudence to avoid or mitigate conflicts of interest. We do not sell any products, so there is no commission or compensation from the investments we use. We believe adhering to the Fiduciary Standard creates a relationship based on trust and provides the best experience and outcome f
/S/ MARK SATKOSKI
PRINCIPAL/CCO
📞 (616) 454-9600
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AUM
$1.4B
Location
GRAND RAPIDS, MI
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