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85 E. 8th Street, Suite 350, Holland, MI 49423

616-546-6700
wslhgroup@rwbaird.com
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Investment Management

Even with all of the do-it-yourself options, a dedicated investment management consultant has an in-depth understanding of how to navigate market fluctuations

Tap into our deep expertise to create an investment management framework that’s built toward maximizing the total return on your net worth. Then you can count on us to diligently advance those goals through ongoing analysis and communication.

Client Centered

Ask us about these short-term and long-term investment touchpoints:

  • Detailed annual cash-flow targets for maintaining your desired lifestyle now and in retirement
  • Asset goals for providing a legacy for your family
  • Investment allocation structure for stocks, bonds, alternative strategies, business assets, and real estate holdings
  • Parameters for the level of cash on hand to support your short-term liquidity needs
  • Investment and tax costs analysis

We’ve been navigating market ups and downs since the mid 1980’s, and that experience along with our commitment to excellence is why people who work with us stay for life.

Ask us about our credentials of JD, CFP®, and CPWA®.

Investment management resources

It Was the Best of Times, It
Was the Worst of Times

Chart a course that’s customized toward an optimal financial future.

Bridging the Confidence Gap

We’re deterimed to minimize the confidence gap among women and empower them as savvy investors.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

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Calculate Your Risk Tolerance