West Michigan Advisors

West Michigan Advisors https://www.finra.org

https://www.sipc.org Advisory services offered through West Michigan Advisors LLC. Your privacy and security are very important to us.

Please refer to my website www.westmichiganadvisors.com for a list of states in which we are registered to conduct business. Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Social media networks are independent organizations and are not affiliated with Level Four Financial, LLC in any way. Views expressed in posts are the current opinion of the author, but not necessarily t

hose of Level Four Financial, LLC or your financial advisor. The author’s opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed. West Michigan Advisors, LLC is a registered investment advisor. Information in this message is for the intended recipient[s] only. Please visit our website westmichiganadvisors.com for important disclosures. West Michigan Advisors, LLC often communicates with its clients and prospective clients through email and other electronic means. West Michigan Advisors, LLC makes every effort to ensure that email communications do not contain sensitive information. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession, notify the sender that you have received this communication in error, and note that any review or dissemination of, or the taking of any action in reliance on, this communication is expressly prohibited. We remind our clients and others not to send West Michigan Advisors, LLC private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. Please note West Michigan Advisors, LLC does not accept trading or money movement instructions via email. Level Four Financial, LLC and West Michigan Advisors, LLC are not affiliated companies

07/14/2026

What a day!

Chicago, you did not disappoint!

Our team had the incredible honor of ringing the closing bell at Cboe Global Markets, live on CNBC, to celebrate a major milestone for our affiliated firm, Tamarisk Capital Management, and the launch of its new ETF.

From standing on the trading floor to sharing this unforgettable moment with our team, it was a day we’ll never forget. Milestones like these are made possible by the trust our clients place in us, the dedication of our incredible team, and the relationships we’ve built along the way. We couldn’t be more grateful.

Here’s to continued growth, exciting opportunities ahead, and helping our clients pursue their financial goals every step of the way. Thank you to everyone who has been part of this journey, we’re just getting started!

This Memorial Day, we honor and remember the brave men and women who gave their lives in service to our country. In obse...
05/26/2025

This Memorial Day, we honor and remember the brave men and women who gave their lives in service to our country. In observance of the market holiday, our office will be closed Monday, May 26. We will resume normal hours on Tuesday.

02/19/2025

As you prepare for tax season, our latest resource contains some information that you may find beneficial.

Visit our website and click on the resource named "Tax Form Mailing Dates" to learn more.

As 2025 begins, it is a good time to connect with your advisor to make sure all your accounts and personal information a...
01/28/2025

As 2025 begins, it is a good time to connect with your advisor to make sure all your accounts and personal information are accurate and up to date and align with your personal goals and values. Our latest blog post touches on key points to consider when evaluating your retirement accounts. Read the post linked blow!

To continue the discussion, set up a time to meet with an advisor today!

As 2025 begins, it is a good time to connect with your advisor to make sure all your accounts and personal information are accurate and up to date and align with your personal goals and values. This overview touches on key points to consider when evaluating your retirement accounts. Is this your

Making organization a top priority can help reduce stress and set the tone for achieving your financial goals in the new...
01/23/2025

Making organization a top priority can help reduce stress and set the tone for achieving your financial goals in the new year. Here are some practical suggestions on how to get your money matters in order for the year to come.

Read our latest blog post to learn more about each of these tips.
https://www.westmichiganadvisors.com/blog/gettingorganized

Organization is key. Our latest blog posts outlines five ways to stay organized to set yourself up for a financially suc...
01/21/2025

Organization is key. Our latest blog posts outlines five ways to stay organized to set yourself up for a financially successful new year.

To read the blog post and set up a time to meet with one of our advisors, visit our website today!
https://www.westmichiganadvisors.com/blog/gettingorganized

The beginning of the year is a great time to review contact information, beneficiaries, trusted contacts, and trusts. Ou...
01/17/2025

The beginning of the year is a great time to review contact information, beneficiaries, trusted contacts, and trusts.

Our latest blog post offers a checklist of items to consider as the new year starts. Read the whole article on our website, or linked below.

To set the stage for a financially successful 2025, schedule a time to meet with your advisor today.
https://www.westmichiganadvisors.com/blog/new-year-review

The beginning of the year is a great time to review contact information, beneficiaries, trusted contacts, and trusts. To...
01/16/2025

The beginning of the year is a great time to review contact information, beneficiaries, trusted contacts, and trusts. To set the stage for a financially successful 2025, schedule a time to meet with your advisor today.

01/14/2025

Starting to plan for retirement can feel overwhelming and may raise many questions. Knowing where to begin is often the hardest part. Our latest resource post highlights key starting points to help you get started on your retirement planning journey. Read the post on our website (or linked below) to learn more, and set up a time to talk to an advisor today.

With retirement on the horizon, many questions arise. Your financial advisor is here to help make your retirement as str...
01/13/2025

With retirement on the horizon, many questions arise. Your financial advisor is here to help make your retirement as stress-free as possible. In our latest article, we’ll answer some common questions and provide you with a few topics to consider when preparing for your retirement.
https://static1.squarespace.com/static/663b9d0ceb873e0ac0f3e1fd/t/677bf3f52ec35a2f2c05db8f/1736176631444/Where+to+begin+when+saving+for+retirement.pdf

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301 Hoover Boulevard Suite 300
Holland, MI
49423

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