Schwallier Wealth Management

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Financial Planning, Wealth Management | Grand Rapids, MI 535 Cascade West Parkway SE, Grand Rapids, MI 49546 616-855-2051 info@swmadvisor.com Client Center No Commissions We work for you. Not for a brokerage firm. Not for a bank. Not for an insurance company. As fee-only advisors, we get paid for the service we provide not from selling a third-party product. No Divided Loyalties Relationships matter. So does peace of mind. You won t find divided loyalties here. Just straightforward, unbiased guidance promoting your best interests. Sound financial advice You work hard for your money. You deserve to have your money, and your advisor, work hard for you. We ll help align your portfolio to your values so you can achieve your goals. Why Choose Schwallier Wealth Management? Many years ago, Adam Schwallier worked for a full-service brokerage firm. Although the firm was located in an office, it acted more like a factory. The branch manager wanted each advisor to hit certain production goals . He congratulated them on having a good month when their quarterly fees hit. Adam didn t like this. He was not interested in churning out widgets or treating people like dollar signs. In fact, he realized most people didn t understand the buyer beware nature of working with an advisor who also acted as a broker or insurance agent. No matter how well meaning, those types of advisors have a baked-in conflict of interest when they earn commissions on the products they sell. Divided loyalties have no

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