Wealth Management > Wealth Management

Helping Every Customer Become A Partner For Life.

 

Macatawa Bank Wealth Management collaborates with best in class strategic partners to locally create and service an individualized solution to grow, preserve, and transition your wealth.

 

Best in class strategic partners:  By collaborating with local & national investment managers, accountants, attorneys, and other allied professionals we ensure your needs and objectives are met. 

Locally create and service:  Our experienced and accredited personnel are located here in West Michigan.

Individualized solution:  Your goals and situation are unique, therefore, the solution we craft is customized to your circumstances.

Grow:  Using asset allocation, tactical allocation, investment strategies, financial planning and goal setting, we will meet your growth objectives.

Preserve: Through asset allocation, tax strategy, insurance and risk assessment, trust planning, titling and private banking services, we will meet your preservation needs.

Transition:  Effective estate and trust administration, charitable giving strategies, multi-generational planning and business succession ensure a properly planned transition.

 

 

Call today to make a no obligation appointment. 

 

 

John Dice, CFP ®
VP, Director of Wealth Management
616-396-1312
jdice@macatawabank.com

John Simonds, CFP ®
VP, Wealth Advisor
616-233-3426 jsimonds@macatawabank.com

Brad Kolean, CRSP
VP, Wealth Advisor
616-494-1418 bkolean@macatawabank.com

 

 

 

Products offered by Macatawa Bank Wealth Management are not FDIC insured and are not a deposit or other obligation of the bank or guaranteed by the bank or any federal government agency and may involve investment risk including the possible loss of principal.
  877.820.2265
Mon.-Fri. 8am - 6pm
Sat. 8am - 2pm
24hr. MACLine: 877.622.5700
   
  Contact Us
   
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