Voisard Asset Management Group
Overview
Established in 2002, Voisard Asset Management Group is an independent, fee-only financial advisory firm based in Grand Rapids, Michigan. The firm specializes in providing comprehensive financial planning and investment management services to high-net-worth individuals and families across the United States. Their approach emphasizes a holistic financial planning process, aiming to simplify complex financial decisions and offer clients peace of mind through personalized strategies. The firm's services encompass a wide range of financial planning areas, including investment management, retirement planning, estate objectives, and income tax reviews. Voisard Asset Management Group operates as a fiduciary, ensuring that clients' interests are prioritized without conflicts of interest. Their team comprises CERTIFIED FINANCIAL PLANNER™ professionals and other experienced advisors dedicated to delivering unbiased advice tailored to each client's unique financial goals. With a commitment to building personal relationships based on trust and integrity, Voisard Asset Management Group focuses on open communication and a long-term perspective. They believe in understanding clients' circumstances to develop strategies that best position them to meet their objectives, whether it's paying for college, saving for retirement, or ensuring that assets last throughout their lifetime.
Investment Focus
- High net worth individuals and families seeking comprehensive financial planning and investment management services.
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Frequently asked questions about Voisard Asset Management Group
What sectors does Voisard Asset Management Group invest in?
Voisard Asset Management Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Grand Rapids, Michigan, United States. Voisard Asset Management Group is listed as a other in the ConnectSafely investor database.
What stage does Voisard Asset Management Group invest at?
Voisard Asset Management Group backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Voisard Asset Management Group invest in?
Voisard Asset Management Group invests across United States.
Who are the partners at Voisard Asset Management Group?
Team members listed for Voisard Asset Management Group include Beth Parks (Chief Compliance Officer and Operations Manager) and Douglas Voisard (President).
How do I contact Voisard Asset Management Group?
Voisard Asset Management Group's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
