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Southwest Michigan Wealth Management
At Southwest Michigan Financial LLC, we are more than your typical “Financial Advisor”. We are both Fiduciaries and financial educators. Our practice is...
Southwest Michigan Wealth Management
At Southwest Michigan Financial LLC, we are more than your typical “Financial Advisor”. We are both Fiduciaries and financial educators. Our practice is focused on helping clients understand how to prepare themselves for retirement through education and proper retirement planning. It is our philosophy that each client deserves to have their own customized and individualized written retirement investment plan and income plan, and not the usual cookie-cutter plan that another financial advisor might utilize. Each client of ours receives a unique retirement plan that shows them the path that allows them to achieve their own short-term and long-term goals in retirement.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Kalamazoo
Corporate office
St. Joseph, MI, United States
Sector focus
Frequently asked questions
What is Southwest Michigan Wealth Management?
Southwest Michigan Wealth Management is a multi family office headquartered in Kalamazoo, United States.
Where is Southwest Michigan Wealth Management headquartered?
Southwest Michigan Wealth Management is headquartered in Kalamazoo, United States, in the North America region.
What is Southwest Michigan Wealth Management's assets under management?
Southwest Michigan Wealth Management reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Southwest Michigan Wealth Management?
Altss maintains an OSINT-verified profile of Southwest Michigan Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Southwest Michigan Wealth Management?
Southwest Michigan Wealth Management is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Southwest Michigan Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Southwest Michigan Wealth Management's Altss profile last updated?
Southwest Michigan Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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