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Family Meal

life is about moments -

not money

Wealthspan Investment Management

Define Your Moments.

Money is a means to allow you to do all of the things that are most meaningful to you.  Our advisors know you worked hard and saved well and they desire to help you grow and protect your money to allow you to make the moments of your life just what you dreamed they'd be.

Enjoying Outdoor

MONEY DOESN'T HAVE TO BE COMPLICATED

Our job is to make what can seem very complex, simple and easy to understand.

WHY WEALTHSPAN?

INTEGRITY
ABOVE ALL
YOU-FOCUSED FINANCIAL PLAN
TRANSPARENT FEES
TAXES MATTER
RISK MANAGEMENT FOCUSED
EDUCATION FOCUSED

RECENT NEWS

WEALTHSPAN MONTHLY
MARKET UPDATE - JULY 2023

JULY 13, 2023

WEALTHSPAN PARTNERS WITH
ZACKS INVESTMENT MANAGEMENT

JULY 01, 2022

News

CONTACT US

For any inquiries, please call or email us:

(616) 655-1696  I  support@wealthspanim.com

our address

1500 East Beltline Ave SE, Suite 200
Grand Rapids, MI 49506

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