Grey Dunes Associates

Brooktree Capital Management, founded in 1996 and based in Grand Rapids, MI, is led by experienced investment professionals Brian R. Ellis and Hunter E. Lewis, CFA. The firm focuses on compounding client capital and outperforming market averages through a concentrated portfolio of high-quality publicly traded businesses. With a distinct investment approach that emphasizes detailed research and careful capital allocation, Brooktree prioritizes enduring competitive advantages in companies while mitigating risks associated with permanent loss of capital. Nearly 100% of the firm's own wealth is invested alongside clients, reinforcing their commitment to shared success and long-term value creation. Generated from the website

Ionia & Wealthy LLC is a trusted financial advisory firm located in Grand Rapids MI. With a focus on personalized financial planning and investment strategies they cater to individuals and businesses seeking to achieve their financial goals. Their experienced team provides expert guidance to navigate the complexities of financial management ensuring clients feel confident in their financial future. Generated from this place's information

Oxford Financial Group, Ltd. - Grand RapidsAt Oxford, we provide unbiased, fee-only financial advice, placing our clients at the heart of our business. As a truly independent firm in Grand Rapid, we do not sell products or receive commissions, ensuring our sole commitment is to serve your best interests. Our services include investment advisory, estate planning, wealth management, investment consulting, trust administration, and family office services. With over 43 years of experience and $30 billion in assets under advisement, we pride ourselves on our independence, expertise, and results-oriented approach. Trust Oxford for multigenerational estate planning and forward-thinking investment solutions.