Our approach – the solution to your wealth management challenge

Accumulating wealth is one thing. Preserving it is another. Mitigating life’s inherent risks, researching and making wise investment choices, effectively allocating your portfolio... all while implementing estate planning directives can be overwhelming. Finding a trusted advisor who has the expertise and experience to help you navigate through the complex world of wealth management is key to successfully achieving your goals.

Michael Debbink can be the solution to your challenge. As a team of highly skilled financial advisors with a combined 60 plus years of experience, we are able to help you achieve even your most sophisticated financial objectives. The more we know about you, the more we can help you.

We follow a disciplined, client centric, process to ensure that we understand and address your needs in a comprehensive and thoughtful manner. We involve our internal experts to make sure that your financial situation is thoroughly and confidentially analyzed. Tailored solutions are created for you to meet the highest possible standards. We work together with your CPA and attorney and, when helpful, we bring in outside experts to provide the best possible results for you.

We are willing to meet with you whenever and wherever it is convenient for you. We seek to provide a level of service that you have not experienced before. We welcome the opportunity to be of benefit to you and your family.

 


Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Wealth Management Consultant


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Senior Vice President, Director of Portfolio Advisory Group


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Wealth Strategist


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Credit Solutions Consultant