Address : 99 Monroe Avenue Northwest, Grand Rapids, Michigan 49503, United States
Phone Number : +1 6169885778
Industries : Financial Services
Website : voisardgroup.com
Company Description
Voisard Asset Management Group is a fee-only, investment management practice that works with high net worth individuals nationwide. Our firm operates independently, free from outside conflicts of interest, to provide our clients with unbiased advice designed to assist them in achieving their financial goals. We address issues including, but not limited to, investment management of assets, retirement planning, estate objectives and general review of income tax issues. We believe in personal relationships built on trust and integrity, open communication, understanding your circumstances and maintaining a long term perspective.
Specialities
- Investment & Wealth Management Services
- Financial Services
- Retirement Planning Services
Financial
Employees Total : 8
Revenue (Yearly) : 1.4M
Miscellaneous
Founded in : 2002
Linkedin : voisard-asset-management-group
Email Providers : Outlook
Tech : Microsoft Office 365
Analytics and Tracking : Google Analytics
Tag Management : Google Tag Manager
Captcha : reCAPTCHA
Hosted Forms : Gravity Forms
Last Updated : 2023-10-27
Employees
- Jordan Buffum ( Partner, Wealth Manager )
- Douglas Voisard ( President )
- Brandon Bauer ( Partner )
- Jordan Katje ( Financial Planning Associate )
Alumni
- Brian McClard ( Chief Investment Strategist )
- Joseph Kasper ( Financial Intern )
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