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Building 2GENERATIONAL WEALTH MANAGEMENT

Map pinZEELAND, MI
Phone616-931-1270
NotebookSEC #801-118828
Total AUM
$394.8M
Employees
9
Clients
665

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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