Schwallier Wealth Management
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
5150 Cascade Rd SE Ste A, Grand Rapids, ...Phone Number
(616) 855-2242Website
www.swmadvisor.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
1
About Schwallier Wealth Management
Schwallier Wealth Management is a fee-only fiduciary firm based in Grand Rapids, MI, dedicated to providing honest financial advice and management. They serve hardworking professionals, entrepreneurs, retirees, and socially responsible investors, focusing on aligning investment choices with clients' values. The firm emphasizes a client-centered approach, offering services such as financial planning, investment management, risk management, and estate planning. With a commitment to acting in clients' best interests, Schwallier Wealth Management aims to build trust and provide unbiased guidance without conflicts of interest.Explore more
Schwallier Wealth Management Org Chart
AT
Executive Assistant
AS
Financial Advisor
MB
Financial Advisor
KS
Investment Advisor & Representative
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Schwallier Wealth Management is a fee-only fiduciary firm based in Grand Rapids, MI, dedicated to providing honest financial advice and management. They serve hardworking professionals, entrepreneurs, retirees, and socially responsible investors, focusing on aligning investment choices with clients' values. The firm emphasizes a client-centered app... Read More
