Lifepoint Financial Advisors

SynergyWM is a fee-only registered investment advisory firm based in Grand Rapids, Michigan, specializing in investment management, financial planning, and wealth guidance for individuals and small companies. Committed to a strict fiduciary standard, the firm emphasizes a low-cost, academically-based approach to managing financial health and making informed decisions. Founded by Fred Iacovoni, the team includes experienced financial advisors who are dedicated to applying financial science to optimize clients' portfolios. Their investment philosophy relies on rigorous academic research, ensuring clients receive comprehensive analyses of their financial situations to enhance their overall investment outcomes. Generated from the website

Quite simply, we're here to help get your financial house in order as you prepare for the next stage of your life. To us, that means being the dedicated partner by your side - building the blueprint for your goals, putting your plan into action and moving you forward to where you want to be.

America Group Financial is an independent wealth management firm located in Grand Rapids, MI. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide unbiased, comprehensive, and appropriate financial strategies to all of our clients. America Group works not only with high net worth individuals, small businesses, and women in transition in planning for their financial needs, but also University Endowments, Charitable Foundations, and Financial Institutions. We love what we do and are deeply committed to every single client. Every client has a personal relationship with our team and they are all special to us.