New Kalamazoo office expansion!

Firm Announcements
Written By Bridget Start

We recently completed an acquisition of Chartwell Financial, a boutique RIA in Kalamazoo, Michigan. The move allowed us to expand our geographic footprint further throughout Michigan while providing a seamless succession plan to the retiring Chartwell team.

The transition went smoothly and as a result, we now serve as the financial advising team to over 500 families. Learn more about our Kalamazoo office by clicking Here

Bridget Start
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