Rose Street Advisors

06/01/2026

What we do and how we do it matters.

As Rose Street Advisors continues to grow, our focus remains the same: building meaningful relationships, serving clients with integrity and creating a positive impact in the communities we call home.

We're excited to expand our presence in Grand Rapids and to continue supporting individuals, families and businesses throughout West Michigan.

Check out this article about our expansion!

Originally founded as an independent insurance agency, Rose Street Advisors has evolved alongside the needs of its clients. The move to Grand Rapids reflects both the firm’s continued growth and its belief in staying close to the clients it serves.

05/29/2026

Had a great time with RAI Jets LLC and Andrew Williams of Calder Capital at Jets and Generations last night. Jeremy Heavey, Wealth Management Advisor spoke on how to pass down more than just wealth to the next generation, but to pass down your values to help ensure that wealth sticks around for generations to come. We enjoyed meeting and catching up with all that came out to support.

05/29/2026

Our final Friday Fun Lunch of the season, including our newest (baby!) addition!

05/28/2026

We are approaching the 100th anniversary of our building in Kalamazoo!

Originally constructed in 1926 as the Salvation Army Citadel, the building has been a longstanding part of downtown Kalamazoo’s history and community presence.

The building experienced a major transformation during the Arcadia Commons redevelopment project in the early 1990s. As part of an effort to revitalize downtown. The neighboring structure attached to the building was demolished, exposing what had previously been a shared interior wall.

These photos showcase the building in the 1950s and during the construction phase of the Arcadia Commons redevelopment project.

05/27/2026

- It’s interesting—expenses don’t always go down when kids leave, they just change.

This is a good look at how spending shifts in the next phase and what to watch for.

https://www.fidelity.com/viewpoints/retirement/spending-in-retirement

05/26/2026

Choosing the right investment lineup is one of the most important responsibilities of a retirement plan committee. This article explores how fiduciaries can simplify investment choices, focus on participant outcomes and follow a prudent process to help employees build long-term financial security.

Read more to learn practical strategies for creating a clear, effective and participant-focused investment menu.

https://rosestreetadvisors.com/selecting-an-investment-lineup-guide/

If you’ve recently joined your organization’s retirement plan committee, one of the most important responsibilities you’ll share is overseeing the plan’s investment lineup. For many, this can feel like stepping into unfamiliar territory with new terminology, new expectations, and real fiduci...

05/26/2026

Happy birthday Hanna Bollinger! We are excited to have you on the team and look forward to many great years.

05/25/2026

Today, we remember those who gave everything for our country.

05/20/2026

- Graduation season has a way of sneaking up on you. Have you thought about how to best financially help your adult kids without ruining them?

As one chapter closes for your kids, it often opens a new set of financial decisions for you.

https://www.schwab.com/learn/story/financial-literacy-adult-children

05/19/2026

This May, RSA Give is recognizing Foster Care Awareness Month by supporting two incredible organizations making a meaningful impact in our community.

The first organization we are supporting is the WMU Seita Scholars Program, which empowers students with foster care experience as they pursue and succeed in college. We will be purchasing items to help welcome a new college student into dorm life!

The second organization that RSA Give is supporting is Enriched Living, an organization dedicated to enhancing the lives of adults with disabilities in West Michigan through foster homes, training, consulting, and advocacy. We'll be purchasing items to help enrich the lives of the residents and guests.

Together, these organizations are creating brighter futures and stronger communities.