Valor Wealth Group

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Ada, MI
Valor Wealth Group

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Bringing decades of experience and a passion for enriching lives through thoughtful wealth management.

10/15/2026

You've spent years building a successful business. You've worked hard, made sacrifices and created something valuable.

But have you thought about what happens when you're ready to walk away?

What will you actually take home after taxes and expenses? Will it be enough to support the retirement you've imagined? And what happens to the income you've relied on for years?

The right team can help you answer these questions long before there's a buyer at the table.

10/14/2026

Two children. The same inheritance. Two very different feelings about what was fair.

Maybe one spent years caring for an aging parent while the other lived across the country. Maybe one received financial help years ago that the other never needed.

Now they're looking at the same estate plan through two very different lenses. And suddenly, it's not really about the money anymore.

These are the conversations I wish more families would have before there's an inheritance to divide.

You may not be able to prevent every disagreement, but you can give your children a better understanding of the decisions you've made and why.

10/08/2026

If something happened to you tomorrow, would your spouse know where to start?

Bank accounts. Insurance. Estate documents. Passwords. Advisor information.

In a lot of families, one person handles most of the financial details. That works, until the other person suddenly has to take over.

Make sure your family knows where to start. We can help.

10/06/2026

There’s a stage of life nobody really prepares you for.

Your adult kids may still need help. Your parents may start needing more help. And at the same time, retirement suddenly doesn’t feel that far away.

For a lot of families, that means money is being pulled in several directions at once.

There’s nothing wrong with wanting to help the people you love. But it’s also important to understand what that help means for your own plans.

Taking care of your family includes taking care of your own financial future.

09/24/2026

More women are taking the lead when it comes to their wealth, often during some of life’s biggest transitions.

That’s why good advice has to start with listening. What matters to you? What are you trying to navigate? What do you need to feel confident about your next decision?

At Valor Wealth Group, we aim to meet women where they are. If you’re navigating a financial transition, we’re here to start the conversation.

09/22/2026

At Valor Wealth Group, getting to know our clients isn’t just part of the process. It’s the foundation of the work we do.

We want to understand what matters to you, the people you care about, and the bigger picture behind the decisions you’re making.

That kind of relationship takes time, and trust. We never take that trust for granted.

09/21/2026

We had a special visitor at the Valor Wealth Group office! Connor, one of the BEristas at Brody’s Be Cafe, stopped by to tell us about their annual event coming up on September 24.

Valor is proud to be a sponsor again this year. Brody’s Be Cafe has created something pretty special: a place where individuals with disabilities have meaningful opportunities to work, connect, contribute, and be part of the community.

Supporting individuals with disabilities and the families who love and care for them is something we care deeply about at Valor, which makes this partnership especially meaningful to us.

Thanks for stopping by, Connor! We loved having you and are looking forward to September 24. 💙

09/15/2026

Every client conversation is different.

Sometimes my role is to lead the conversation, ask the hard questions and help someone think through what comes next. Other times, the most important thing I can do is listen.

Good advice starts with understanding what someone needs from you in that moment.

09/08/2026

ALS is personal to our family.

My husband, Phil, started PedALS while his late wife, Sheri, was living with ALS. What began as a way for friends and family to come together, get on their bikes, and support their family and others facing ALS has grown into an annual event that continues to carry that purpose forward.

PedALS supports the Susan Mast ALS Foundation and the incredible work they do for individuals and families navigating ALS right here in West Michigan.

This year’s PedALS event is coming up, and there are lots of ways to be part of it. You can ride, walk, run, volunteer, donate, or simply come out and support the cause.

🚴 If you’re interested in riding, message me and I’d be happy to share a registration code.
💙 To learn more or make a donation, visit the link in the comments.

We are so grateful for the friends, family and community members who continue to show up for families facing ALS.

09/01/2026

One year ago, we launched Valor Wealth Group with a simple idea: wealth management could be both deeply personal and highly sophisticated.

Over the past year, we have had the privilege of welcoming incredible families and individuals to Valor. We have helped clients navigate transitions, think differently about their investments, review private market investments, plan for the next generation, and make decisions that go far beyond a portfolio.

But what we are most grateful for is the trust.

Starting an independent firm meant asking people to believe in us, sometimes before there was much more than a vision and a commitment to build something exceptional. Thank you to our clients, families, friends, professional partners, and everyone who has supported us on this adventure.

Happy 1st anniversary, Valor Wealth Group. Here’s to year two.

Your values. Your legacy. Our guidance.

Address

7163 Headley Street SE Suite B
Ada, MI
49301

Telephone

(616)3145928

Website

https://www.valorwealthgr.com/

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