Skip to content
envelope

Covered Bridge Wealth Planning of Raymond James

Covered Bridge Wealth PlanningCovered Bridge Wealth Planning
  • Home
  • Who We Are
    • Who We Are
    • What Makes Us Different
    • Our Team
      • Our Team
      • Aaron Louisell
      • Jeffrey Votruba
      • Leslie Levan
      • Home Office Partners
        • Home Office Partners
        • Mitchell Williams
        • Dino Martinbianco
        • Inna Pomazanova
        • Meredith Poe
        • Grace Ayub
    • Why Work With a CFP
    • CIMA
    • Giving Back
  • Working with Us
    • Working with Us
    • Our Process
    • Our Services
  • Insights
    • Insights
    • Monthly CIO View
    • Momentum
    • Commentary & Insights
    • Blog
    • Calculators
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Grand Rapids MI-35Q
    100 Crahen Ave NE Ste 200 Grand Rapids, MI 49525-3450 T: 616.974.3003 F: 866.522.9604 TF: 800.451.0479
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Family & Lifestyle
    • Retirement & Longevity
    • Technology & Innovation
  • Topic
    • Business Owners
    • Estate Planning
    • Tax Planning
  • Media
    • Newsletter
How to project confidence at your next public speaking gig
With these seven moves and a little practice, you’ll come across as cool, calm and collected.
Technology & Innovation
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Read
Read
Lessons learned: The value of the exit interview
How to learn from attrition and emerge stronger.
Business Ownership
Expand your entrepreneurial reach with a new business
Whether it’s to diversify your existing offerings, position your firm for future growth or amplify returns, investing in a new business can be both thrilling and complex.
Business Ownership
Should you invest in the family entrepreneur?
Considerations for navigating the tricky waters of the familial and the financial.
Business Ownership
Read
Full hands, full hearts: becoming a caregiver
Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
Family & Lifestyle
Read
Correcting your retirement course
Plan B can turn into something beautiful.
Retirement & Longevity
Read
How to address career breaks
No longer red flags, resume gaps are getting a rebrand.
Business Ownership
The friendship wealth gap
The do’s and don’ts of navigating mixed-income relationships.
Family & Lifestyle
Commonsense tactics for maximizing productivity
Leverage your team members' strengths and use top talent strategically.
Business Ownership
EQ vs. IQ: The Great Brain Debate
2/10/2021
Do you tend to lead with empathy or rely on reasoning? As it turns out, you’ll want a mix of both skill sets as you pursue personal and professional success.
Business Ownership

Let us help you Bridge the Gap. Contact us.

envelope

Covered Bridge Wealth Planning of Raymond James

Covered Bridge Wealth PlanningCovered Bridge Wealth Planning
  • 100 Crahen Ave NE Ste 200 Grand Rapids, MI 49525-3450
  • T: 616.974.3003
  • F: 866.522.9604
  • TF: 800.451.0479
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use