Financial Advisor in Greater Grand Rapids, Michigan
Introduction
Greater Grand Rapids is a community of builders — careers, companies, and families that have grown into something worth protecting. From our office at 4400 Hickory Grove Court in Ada, on the east side of the metro, Kevin Roskam and the ClearPath Wealth Strategies team engage in panoramic financial planning for successful families and top-of-their-field professionals across the Grand Rapids area. Through our proprietary process, The Guidepost FORMula, we take all the pieces of your financial puzzle and put them in place.
Who we serve here
From downtown to the lakeshore suburbs, Greater Grand Rapids financial lives come in every shape. We regularly work with:
- Successful families across Kent County who want their financial lives organized into an easy-to-understand format and a family investment legacy secured
- Top-of-their-field professionals — executives, medical professionals, and business leaders — who aspire to a work optional lifestyle
- Business owners throughout the metro balancing the business, the family, and what comes next
- Pre-retirees and retirees who want income, taxes, and investments coordinated in one plan that adjusts as life unfolds
What we do
The Guidepost FORMula integrates every piece of your financial life and continually adjusts as your critical life and financial events unfold. Services available to Greater Grand Rapids clients include:
- Wealth management
- Risk and debt management
- Income and tax-efficient planning
- Legacy and philanthropy planning
- Coordination with estate planning attorneys, CPAs, and other professionals
Why ClearPath?
We recognize that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with the clients we are most suited for — and to deliver an elevated client experience because of it. There is no winging it; nothing is left to chance.
The ClearPath Team
Kevin Roskam, Owner/Financial Advisor, coordinates the financial planning process with "the Heart of a Teacher," helping you understand your plan and what it takes to work toward your goals. Erin Ayala, Office Manager, keeps the firm running smoothly with a people-first approach that makes every client feel supported. Meet the team.
Want to Learn More?
Click here.
Ready to talk?
Schedule A Call → Or call 616-415-0515.
FAQ
Where are you located? Our Greater Grand Rapids office is at 4400 Hickory Grove Court in Ada — an easy drive from East Grand Rapids, Cascade, Forest Hills, Rockford, and downtown. We also have a Jackson office at 2652 Spring Arbor Rd., Suite 10.
Do you meet in person or virtually? Both. Many Grand Rapids-area clients meet at our Ada office; we also meet by phone or video as your schedule requires. Hours are Monday–Friday, 8:00 AM–5:00 PM, and weekends by appointment.
What makes ClearPath different? Our proprietary process, The Guidepost FORMula, moves through three D's — Discover, Design, and Deploy — and continually monitors your critical life and financial events to keep your plan on track.
How do I get started? Use the Schedule A Call button or call 616-415-0515. We'll start with a conversation to see if we're the right FIT for each other.