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Client Logins(989) 686-3720

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YOU DREAM.  WE PLAN.  YOU ACHIEVE.

Welcome! 

The mission of Van Sumeren Wealth Management is to assist you in establishing
and achieving your financial goals and dreams while you live your life.

We provide comprehensive planning and wealth management services for individuals
who are serious about achieving their goals.

We are here for you when you are ready to realize your dreams! 

Learn more


RETIREMENT PLANNING

You've worked hard and now it's time to enjoy the results of all those long
hours. Together we can create a strategy that will potentially maximize your
retirement.

Learn more


PORTFOLIO MANAGEMENT

A properly managed portfolio is an integral part of helping you realize your
dreams.  We  design and manage portfolios that are tailored to your unique
financial plan. 

Learn more


WHAT ABOUT MY OTHER GOALS?

Education funding for children or grandchildren, that cottage on the lake,
setting up my estate plan, buying, selling, or passing on a business, insurance
needs analysis.  We incorporate  all of your goals into your comprehensive plan.

Learn more


MEET OUR TEAM

Our team of professionals have decades of collective experience. Regardless of
your financial management needs, we have the skills necessary to help you
succeed.

Learn more




HAVE A QUESTION

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Email
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Question

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CONTACT

Van Sumeren Wealth Management

Office: (989) 686-3720

Fax: (989) 686-7576

3865 Wilder Road

Suite 7B

Bay City, MI 48706

info@vansumerenwealth.com



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