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
Succession Planning for Business Owners: A Coordinated Guide
Financial advisor in Marshall, MI: how business succession planning connects to an owner's retirement income, taxes, and estate. Four exit routes explained.
What a Financial Advisor Does in Estate Planning
How a financial advisor fits into estate planning: the attorney drafts documents, while the planner coordinates beneficiaries, titling, taxes, and income.
TIAA Required Minimum Distributions: What Professors and University Staff Should Know
How TIAA required minimum distributions work for professors and university staff: start ages, multiple contracts, TIAA Traditional limits, taxes, and Medicare.
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.