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Retirement and Wealth Management(Call or email us today to have one of our Financial Advisors see if you are ready for retirement, or would like a free portfolio review.
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As an independent advisor I have no incentive to place you in something that isn't needed. I am fee based fiduciary, and am looking out for your best interests only. Please visit my website to discover more about how I can be of service to you and your family or business.
We are a locally-owned Registered Investment Advisor (RIA) located in Grand Rapids, MI. Our mission is to provide customized financial advice that is unequaled in its quality and value. Because we strive to consistently think and act in the best interest of all our clients in every service we provide, we accept no commissions or fees that might influence our choices. We understand that we are only successful if our clients are successful. We provide a range of financial services including asset management, retirement plan management, and estate planning. We work with both individuals and institutions to achieve their financial goals by designing, monitoring, and managing portfolios carefully crafted using appropriate asset classes and investment styles. When you place your investments with Calder, we also make an investment in you. We understand that each client is unique, with distinct financial goals and aspirations. We tailor your portfolio to meet these goals, and we walk you through the process step by step.
