Make your unique vision a reality.

Partner with a relationship-driven financial advisor to help build your remarkable retirement.

A personal approach to your retirement.

You have a unique vision for your remarkable retirement.

But it’s hard to know what to do and who to trust. It can feel like a disorienting maze of shiny sales pitches and perplexing products. 

At SageRock, we invest in a relationship with you first. Once we understand your vision, we guide you with a personalized plan and investment strategy to build your remarkable retirement.

As independent advisors, we have the obligation and duty to uphold the fiduciary standard while managing assets. It is how we treat hundreds of individuals and families who have entrusted us with over $200 million in investments.

You worked hard to get here. Together, let’s build your remarkable retirement.

Invested in your success.

Our team is built to serve you well.

Thomas Lintemuth

Tom Lintemuth, RMA®

Wealth Advisor | Partner

Like an architect, Tom loves to listen to your retirement dreams and coach you to make your vision come true. 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.

A husband to Leesa, a father of two sons and a grandfather, Tom loves to travel, spend time with his grandkids, and build model trains. He’s passionate about educating people about finances and supports Mel Trotter Ministries in downtown Grand Rapids.

A trip to the North Pole and learning string theory and quantum physics top Tom’s bucket list. 

Education

Wharton Retirement Program, The University of Pennsylvania

Behavioral Economics Lab offered by IMCA, in conjunction with the Fuqua School of Business at Duke University

Retirement Management Advisor® certification to build custom retirement plans

William Ferguson

Bill Ferguson, RMA®

Wealth Advisor | Partner

For decades, Bill has helped individuals and families build wealth. For Bill, there's no greater satisfaction than listening to your story and helping you make informed decisions that empower your desired future. Bill knew he wanted to go into business when he started his first at age 10.

Bill and Christine have 4 daughters and one son and live in Caledonia. Bill’s a gamer of all sorts, a lego builder, and loves jumping off rocks into water.

He enjoys golfing and summer days up north, especially as the captain of their pontoon boat! One day, he’d love to scuba dive to see sunken ships in Micronesia and visit the beaches of Normandy.

Education

Central Michigan University

Retirement Management Advisor® certification to build custom retirement plans

Corrie Johnson

Corrie Johnson

Practice Manager

The details make all the difference. As the Practice Manager, Corrie makes sure communication between you and our team is seamless. She’s a strategic thinker with a passion for details, which is also why she oversees compliance for SageRock.

Ultimately, Corrie wants to make an impact. She supports local business, microfinance for struggling economies, and sponsors children in Kenya and Burundi. 

Corrie is an avid traveler, expanding her worldview and shattering bias. Along with her husband Jason, their bucket list involves travels to New Zealand and biking through the Netherlands.

Education

Grand Valley State University’s Seidman School of Business

Lacey Fairchild

Lacey Fairchild

Executive Assistant

Lacey’s strong sense of direction keeps the SageRock ship sailing in smooth waters. Lacey supports our team, solves problems and answers questions people didn’t know they had. 

As a child, she wanted to be a scientist and even dressed up like Einstein, inspired by his curiosity. 

Lacey is passionate about feminism, human rights, and protecting the environment. 

Lacey would love to rehab a house, raise chickens and learn a second language, but not necessarily in that order.

Education

Laney College

Our commitment to you.

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We act in our clients' best interest.

As independent advisors, we have the obligation and duty to uphold the fiduciary standard while managing assets. It is how we treat hundreds of individuals and families who have entrusted us with over $200 million in investments.

We act generously.

We freely give our experience, wisdom, time and energy to our clients.

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We are honest and authentic.

We promise transparent counsel and our authentic selves.

We are proactive and accessible.

We communicate proactively and are here for you, whenever you need us.

At SageRock, we partner with Commonwealth Financial Network® to offer you more options.

  • You gain access to a wide range of investment options.
  • Seamless technology solutions to easily access your account.
  • Ranked highest in J.D. Power Independent Advisor Satisfaction Among Financial Investment Firms.*
  • Exclusive and timely research content.
  • Headquarters on both coasts for extended, widespread support.

*Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019 and 2020 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.

Inquire today.

We'd love to hear more about you, and explore how we can help you build your remarkable retirement.