SOUTHWEST MICHIGAN WEALTH MANAGEMENT, LLC

Overview

Southwest Michigan Wealth Management, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm runs a fairly concentrated, equity-first approach: nearly all client assets sit in exchange-traded equities, and the practice emphasizes liquid, easily traded instruments for portfolio implementation. Advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through seminars and workshops. The firm also operates as an insurance broker, which it integrates into planning and retirement income work. As a capital allocator, the firm supplements its equity exposure with third‑party alternative managers and insurance products. It does not position itself as an ESG-focused manager and is not structured to serve institutional pension clients. Fee arrangements are a mix of percentage of AUM and hourly charges, allowing flexibility for ongoing investment management or episodic planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices