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49 Coldbrook Street Northeast, Grand Rapids, MI 49503

616-427-1882
nick@2awealth.com
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"You can have everything in life if you will just help others get what they want" 

- Zig Ziglar

Whether you're just getting started or rethinking your retirement, our team is here to help you make informed decisions and feel good about your financial direction.

WELCOMEYour Goals, Your Plan, Your Terms

WELCOME
Your Goals, Your Plan, Your Terms

We got into this work because we believe everyone deserves a financial team that actually listens. Before we build any strategy, we want to know what keeps you up at night, what gets you excited, and what "success" really looks like for you. From there, we work together to create a plan that evolves as you do.

Our Solutions
Services We Provide To Clients

We sell ADVICE not products


Investment Planning

Portfolio management/review, asset allocation, rebalancing, risk analysis, tax-advantaged investments, active portfolio management

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Retirement Planning

Goal setting and withdrawal strategies, social security planning, Roth conversion analysis, RMD options, tax distribution planning, and customized cash flow reports

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Risk Management

Life insurance review, beneficiary reviews, trusts/estate planning

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Tax Strategies

Cost basis review, tax-loss harvesting, municipal bonds research, and loss carry forwards analysis

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Firm Specialties

Active portfolio management, alternative investments, high level of client service, and retirement planning

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HNW Client Guidance

More wealth often means more complexity. We work with high-net-worth clients to help simplify the big picture and address what matters most. box-empty

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Extended Care Strategies

No one likes thinking about long-term care, but planning for it now can help protect everything else you've worked to build. box-empty

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Small Business Guidance

Running a business is a financial journey of its own. We help business owners connect the dots between their personal and professional goals. box-empty

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Social Security Strategies

There are a lot of ways to approach Social Security, and timing matters. We'll walk you through your options so you can choose with confidence. box-empty

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Cash Flow Analysis

It's hard to plan for the future if you're unsure where your money is going today. Let's get a clear view of your cash flow and find opportunities. box-empty

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Education Strategies

Saving for education is a big goal for a lot of families. We'll help you explore the options that make the most sense within your larger plan. box-empty

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Charitable Giving

If generosity is part of your story, let's make sure your giving is as strategic as it is meaningful. box-empty

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Special Needs Trust

Planning for a loved one with special needs takes extra care. We'll help you explore trust strategies designed with their future in mind. box-empty

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Debt Management

Debt doesn't have to hold you back. We'll help you put a plan together to manage it while still making progress toward your bigger goals. box-empty

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Financial Education

The more you understand, the more empowered you are. We love helping our clients build financial knowledge that sticks. box-empty

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How To Get Started

1 Corinthians 4:2

"Now it is required that those who have been given a trust must prove faithful”

Our Resources
Good Reads, Smart Thinking

We like sharing ideas that help our clients think differently about money and life. Browse the latest articles, guides, and insights below.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
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Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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Get Started
Let's See If We're a Good Fit

No pressure, no obligations — just a real conversation about where you are and where you'd like to go. We'd love to hear your story.

Let's Build Your Plan