JVL Wealth Strategies
Financial ServicesView the employees at
JVL Wealth Strategies-
Shane Holcomb Intern at JVL Wealth Strategies | Portfolio Manager at Seidman Investment Portfolio Organization
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Rising Star
Benjamin Schon JVL Wealth Strategies-
Grand Rapids Metropolitan Area
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Rising Star
Chad Soukup, CPA, CFP® Partner at JVL Wealth Strategies-
Rising Star
Nathan Lowe, CFP®, CPWA® JVL Wealth Strategies-
Rising Star
Jerry VanderLugt, CPA, CFP®, CVA Financial Planning, Wealth Management, & Investment Advisory Services at JVL Wealth Strategies-
Top 1%
Overview
JVL Wealth Strategies clarifies the complex to help you confidently make informed financial decisions. Drawing from nearly three decades of time-tested experience, we develop tailored wealth strategies, manage asset growth, and coordinate your team of advisors to proactively ensure financial security for the long term. Our sophisticated and personalized strategies involve everything from financial, tax, and estate planning to risk management, charitable giving, and multi-generational gifting. We are here to walk alongside you and your family in every step of your financial journey. Feel free to give us a call; we’d love to talk to you.
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