Finding the right
financial advisor can
With shiny sales pitches and perplexing products, it's easy to feel overwhelmed.
But our approach is different.
We build a relationship first. Then, we guide you with a personalized plan and investment strategy designed around your vision.
We'd rather bore you to wealth than excite you to poverty. We'll guide you with a detailed plan to build your remarkable retirement.
Expect more from your personal financial advisor.
You are not a spreadsheet or a math equation. For us, establishing a relationship first is paramount. It sets a foundation of understanding that leads to your success.
There is only one you. You have unique dreams and challenges. It's why you need a financial plan that's designed around your life and your goals.
Through highs and lows, you need an advisor with the experience to navigate market waves. Over three decades, we've seen it all, and developed an in-depth investment strategy to protect what matters most.
We help you build your
Whether retirement is near or far, you need retirement advice you can trust.
Income & Asset
You worked hard to enjoy a remarkable retirement. It's time to protect what matters most.
Leverage 30+ years of investing expertise to build a remarkable portfolio.
Invest in relationships. Invest in your future.
The entire team at SageRock is invested in your long-term success.
Wealth Advisor | Partner
Tom works with you to reach your financial goals. From the Wharton School to Duke University, Tom's done his homework to get you results. It's been his mission for over 35 years.
Tom and his wife Leesa have two sons. They live in Cascade, where they enjoy an empty nest, nature and grandkids.
Corrie creates seamless interactions between our clients and our team. It's rooted in her passion to make a lasting impact on individuals and families.
Corrie and her husband Jason are world travelers, always seeking new places and experiences.
Wealth Advisor | Partner
For decades, Bill has helped individuals and families build wealth. For Bill, there's no greater satisfaction than helping people make informed decisions that empower their future.
Bill and his wife Christine have 5 children, a lot of pets, and live in Caledonia. Bill’s favorite things include spending time with his family playing video and board games.
Lacey serves our clients, driven to create exceptional experiences. She also works alongside Tom and Bill to support our clients.
As a resident of Grand Rapids' West Side, she's a foodie, hiker and avid traveler.
Your guide to creating a fulfilling retirement.
Download your free guide to help you clarify your vision.
A personal approach to your retirement.
For some, retirement feels like a promised land.
For others, it's an unexpected, disorienting transition.
Over three decades, we've learned that no two retirement stories are the same.
Whether you grieve or celebrate, we're here for you.
We'd love to hear more about you, and explore how we can help you build your remarkable retirement.