Buetow & Spitzley Wealth Management
Guiding you toward realizing a financially independent future
We manage and monitor our clients’ portfolios on a daily basis. Our portfolios are comprised of common stocks, exchange traded funds, C.D.’s bonds, mutual funds and precious metals. We also utilize option trading strategies for select clients. Block trading allows us to purchase or sell securities across multiple accounts in brief period of time. Compliant performance report meetings are conducted semi-annually/annually. Additionally, assets are adjusted to anticipate market changes and when your needs change. We offer this service as a percentage of assets we manage for you.
We will work with you to ensure your legacy lives on long after you are gone.
We will help you in choosing the right college savings plan for you and your family.
We offer life insurance policies and/or annuities as part of a well-balanced financial portfolio.
We will work together to align your financial goals with tax efficiency planning.
We help you coordinate what your options are and eliminate the confusion of what you can or cannot do.
11th St. Commons
2632 S. 11th St.
Kalamazoo, MI 49009