Graetz Wealth, LLC is an independent, SEC-registered investment advisory firm serving a select number of families, primarily in West Michigan. Founded by Brandon Graetz, the firm emphasizes fiduciary advice and a client-first approach. As an independent Registered Investment Advisor, Graetz Wealth says it does not sell financial products or receive sales commissions for products recommended for client portfolios.

The firm begins by learning about each prospective client’s life, goals, and expectations, then confirms whether working together is a good fit. Its financial planning guidance can help clients consider education costs, retirement, major life changes, income and expenses, taxes, inflation, investment assumptions, and the order in which assets may be spent. Clients are encouraged to revisit plans every few years or before significant transitions.

The advisory team includes Brandon Graetz, Jason Wenk, and Ross Bush, with Kara Binder providing administrative support. Graetz Wealth currently limits the number of households it serves to maintain a high level of service, with limited exceptions for referrals and other circumstances.