Buetow & Spitzley Wealth Management

Guiding you toward realizing a financially independent future

Our Services

We provide comprehensive financial planning. 

In developing a successful working relationship, we help you to achieve your goals.

Advanced Portfolio Management

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.

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In addition we offer the following planning services:

Estate Planning

We will work with you to ensure your legacy lives on long after you are gone. 

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College Planning

We will help you in choosing the right college savings plan for you and your family.

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Insurance Planning

We offer life insurance policies and/or annuities as part of a well-balanced financial portfolio.

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Tax Planning

We will work together to align your financial goals with tax efficiency planning.

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Retirement Planning

We help you coordinate what your options are and eliminate the confusion of what you can or cannot do.

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Buetow Asset Management

Are you ready to get started?

Let's Go

Not quite sure yet?

Why not visit our contact page, we would love to chat with you!

 

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