A fiduciary, independent Registered Investment Adviser in Marshall, Michigan
Wealth Ease Wealth Management is an independent RIA whose CFP, AIF, and CPA team coordinates investment, tax, retirement, and estate decisions for families and business owners across South-Central Michigan.
We strive to be your trusted advisor
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
Why Wealth Ease
A plan built around your goals
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
Secure now, planned for the future
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
We prioritize your financial well-being and deliver exceptional service that exceeds your expectations
How we help you build and protect wealth
Financial Planning
Whether it's owning your own home, funding your children's education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Read MoreRetirement Planning
Retirement planning shouldn't start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Read MoreInvestment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Read MoreEstate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Read MoreCorporate Retirement Plans
WEWM, led by Accredited Investment Fiduciary (AIF®) Austin Rinard, is uniquely qualified to serve as a 3(21) or 3(38) Fiduciary for your corporate retirement plan.
Read MoreExplore everything we offer
View All ServicesMeet the people behind your plan
We manage assets for individuals and families, providing investment management, and financial planning services.
From the Blog
The Step-Up in Cost Basis: One of the Most Powerful Tax Benefits Most Families Have Never Heard Of
Inherited assets are not all taxed the same way. Here is how the step-up in cost basis works, which assets qualify, and how understanding it can shape your estate planning decisions.
I Inherited Money. What Should I Do First? A 12-Step Financial Checklist
A practical 12-step checklist for what to do after receiving an inheritance, from securing documents and understanding the tax rules to reviewing your own estate plan.
I Inherited an IRA From My Parent. What Should I Do Now?
Inherited an IRA from a parent? Here is what to check first, how the 10-year rule works, and the tax-planning decisions that can shape your outcome for the next decade.
Let's navigate your financial future together
Schedule a conversation with our team to see how the Wealth Ease approach can simplify your financial life.