Buetow & Spitzley Wealth Management

Guiding you toward realizing a financially independent future

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Our Philosophy

Working together is essential to effective planning.

Our mutual responsibilities:

We both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. And we agree to take the time to regularly review your Personal Financial Policy Statement.

What you can expect from us:

You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us.

We will:

  • Treat you with respect, honesty and dignity
  • Act as your adviser, putting your interests first
  • Strive to acquire a complete and accurate understanding of your goals, your risk tolerance and time frame.
  • Explain the implications of the strategies we propose
  • Update you by mail, e-mail and phone
  • Meet with you regularly to review your Personal Financial Policy Statement.

What we can expect from you:

Effective communication and mutual respect are essential to a successful partnership.

We expect:

  • Trust
  • Respect
  • Honesty
  • Complete Disclosure
  • Sincerity
  • Commitment

We expect you to understand that our recommendations are always based on your best interest. As our client, you need to know that all investment, tax and insurance advice will be based on the information you provide us. We expect you to participate enthusiastically in the financial planning process.

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FINRA - Financial Industry Regulatory Authority

SIPC - Securities Investor Protection Corporation
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to the individuals residing in states where we are currently registered. Investment Advisory Services offered through IAR's of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA / SIPC to residents of: to residents of:
AZ, CA, FL, GA, IA, IL, IN, KY, MD, MI, MN, MO, NC, NJ, NY, OH, VA, TX. Cambridge and Buetow & Spitzley Wealth Management are separate companies and are not affiliated.

 

Buetow & Spitzley Wealth Management

11th St. Commons
2632 S. 11th St.
Kalamazoo, MI 49009
(269) 492-9701
(866) 574-8279

  • Our Philosophy
  • Our Services
  • Our Firm
  • Links
  • Market Thoughts
  • Newsletters
  • Contact
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