Advantage Wealth Management
Retirement planning for West Michigan households focused on income confidence and principal protection.
We partner with clients across West Michigan to build personalized wealth strategies aligned with retirement timelines, risk tolerance, and legacy goals.
Who this is for
- Pre-retirees creating a retirement income strategy
- Retirees seeking lower-volatility portfolio approaches
- Families planning long-term wealth transfer and protection
How we work with you
- Review your current accounts, goals, and risk profile
- Create a strategy balancing growth, income, and protection
- Monitor progress with regular check-ins and adjustments
Wealth & Retirement Services
Planning support for accumulation, preservation, and distribution stages.
Retirement Income Planning
Build dependable income strategies designed to support lifestyle needs throughout retirement.
IRA and 401(k) Rollovers
Consolidate and align retirement accounts with your long-term risk and income objectives.
Principal Protection Strategies
Explore lower-volatility approaches built to protect core assets in uncertain market periods.
Tax-Aware Distribution Planning
Coordinate withdrawals to help manage tax impact and improve retirement cash-flow efficiency.
Legacy and Beneficiary Planning
Structure beneficiary and transfer strategies that support family goals and long-term intent.
Portfolio Review and Rebalancing
Keep your allocation aligned with changing markets, timelines, and retirement priorities.
Ready to review your plan?
Talk with our team about retirement income and principal-protection strategies that fit your goals.