Via Wealth Management

Lorence & Vander Zwart (LVZ) is a Holland, MI-based financial advisory firm that specializes in comprehensive solutions for personal financial planning, investment management, tax and estate planning, and retirement strategies. Established in 1960, the firm has evolved into a dedicated boutique investment manager, offering hyper-personalized expertise to both clients and financial advisors alike. With a team of professionals boasting over a century of combined experience, LVZ prides itself on crafting custom strategies that are seamlessly integrated into clients' financial and professional matters. As a fiercely client-oriented organization, they facilitate real-time portfolio management, enabling financial advisors to focus on cultivating strong relationships with their clients. Generated from the website

EDP Management Co, located in Holland, MI, specializes in enhancing executive effectiveness through a proprietary 16-step process designed to improve conversations, leadership styles, and team dynamics. Their coaching services are focused on strategic growth execution and transformative future planning, enabling leaders to foster accountability and drive business success. The company offers comprehensive programs that delve into trust building, conflict analysis, and talent enhancement, ensuring that managers evolve into impactful leaders. By going beyond traditional training, EDP Management Co aims to help clients create robust teams poised for sustainable growth. Generated from the website

Nathaniel T. Volkema, CFP®, ChFC® CLTC is a Certified Financial Planner® Professional with VantagePointe Financial Group- a firm focused on innovation and personally tailored strategies. It's important for you to understand our process. We have developed a 6-step process that will guide you through what helps us create a plan designed for successful results.