Just like a covered bridge is built to protect its structure from the elements – shielding the beams and deck from rain, sun and snow – we take a similar approach to your financial life. Our goal is to preserve what matters most while helping you move forward with clarity and confidence.
We offer a structured planning process designed to preserve your assets, optimize your income and support your long-term goals. Whether you're managing a portfolio, preparing for retirement or navigating a business transition, we help you make informed decisions through:
- Sound investing and risk management
- Proactive tax planning and bracket strategy
- Estate and legacy planning
- Cash flow and retirement income modeling
- Business advisory support
We collaborate closely with your CPA, estate attorney, and other professionals to help ensure your financial, legal and tax strategies work in harmony, not in isolation.
At Covered Bridge Wealth Planning, you’ll work directly with a Grand Rapids-based Certified Financial Planner® professional who values transparency, education and long-term relationships. We uphold fiduciary standards in all fee-based engagements and are open and honest about pricing and solutions.
Trust is the foundation of our work – built through thoughtful conversations, ongoing education and a genuine commitment to understanding what you value most.
The result? A comprehensive plan that bridges the gap between where you are today and where you want to be – so you can make confident decisions.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
