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 * (616) 531-5220
 * Client Login


 * Services
   * Financial Planning
   * Retirement Planning
   * Investment Management
   * Estate Planning
   * Tax Planning
 * About
   * Why Us?
   * Our Team
   * Our Process
   * FAQs
 * Insights
   * Blogs
   * Resources
   * Market Commentary
   * Videos
   * News
 * Tools
   * Risk Survey
   * Retirement Readiness Quiz
   * 401(k) Calculator
   * SECURE Act RMD Calculator
   * ROTH VS. TRADITIONAL IRA CALCULATOR

CONTACT AN ADVISOR CONTACT US
CONTACT US


 * Services
   * Financial Planning
   * Retirement Planning
   * Investment Management
   * Estate Planning
   * Tax Planning
 * About
   * Why Us?
   * Our Team
   * Our Process
   * FAQs
 * Insights
   * Blogs
   * Resources
   * Market Commentary
   * Videos
   * News
 * Tools
   * Risk Survey
   * Retirement Readiness Quiz
   * 401(k) Calculator
   * SECURE Act RMD Calculator
   * ROTH VS. TRADITIONAL IRA CALCULATOR


CLIENT LOGINS

CLIENT EXPERIENCE

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 * Communicate With Team
 * Access Client Experience Optimizer (1-click)

CLIENT EXPERIENCE OPTIMIZER (C.E.O.)

 * Account performance
 * Quarterly statements

WEALTH MANAGEMENT SYSTEM

 * See financial plan documentation

OTHER LOGINS






REQUEST AN APPOINTMENT

In 15 minutes we can get to know you – your situation, goals and needs – then
connect you with an advisor committed to helping you pursue true wealth.

(616) 531-5220
4555 Wilson Ave SW
Ste 2
Grandville, MI 49418



ABOUT

 * Why Us?
 * Our Process
 * Our Team
 * Our Partners
 * Frequently Asked Questions

SERVICES

 * Financial Planning
 * Investment Management
 * Retirement Planning
 * Estate Planning
 * Tax Planning

INSIGHTS

 * Articles
 * Videos
 * In the News
 * Guides
 * Glossary

Client Login Client Summary

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. It may not be used for the purpose of avoiding any federal tax
penalties. Please consult legal or tax professionals for specific information
regarding your individual situation. The opinions expressed and material
provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

Forbes Best-in-State Wealth Advisor: Awarded to Paul West (2018, 2021). The
Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is
based on an algorithm of qualitative data,rating thousands of wealth advisors
with a minimum of seven years’ experience and weighing factorslike revenue
trends, assets under management, compliance records, industry experience, and
best practices learned through telephone and in-person interviews. Portfolio
performance is not a criteria due to varying client objectives and lack of
audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Research summary as of 37,725 nominations received, based on thresholds –15,854
invited to complete online survey – 13,114 telephone interviews – 2,085
in-person interviews at Advisor’s location, and 619 web-based interviews.
InvestmentNews Icons & Innovators: Awarded to Ron Carson (2016): Investment News
Icons and Innovators award recipients were selected based on the broad
definition of, those who have conceived new ideas and tools that have propelled
the industry forward. Listing in this publication is not a guarantee of future
investment success. This recognition should not be construed as an endorsement
of the advisor by any client. Barron’s Magazine Hall of Fame Inductee – Ron
Carson, October 20, 2014 issue. Advisors inducted into the Hall of Fame include
those who were recipients of the Barron’s Top 100 Independent Advisors ranking
since the list’s inception. The Barron’s rankings are based on data provided by
over 4,000 of the nation’s most productive advisors. Factors included in the
rankings: assets under management, revenue produced for the firm, regulatory
record, quality of practice and philanthropic work. Investment performance isn’t
an explicit component because not all advisors have audited results and because
performance figures often are influenced more by clients’ risk tolerance than by
an advisor’s investment picking abilities.

Investment advisory services offered through CWM, LLC, an SEC Registered
Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors.

Copyright 2023 CWM, LLC. All rights reserved. This content cannot be copied
without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a
registered trademark of CWM, LLC and may not be duplicated.

Additional information about CWM, LLC and our advisors is also available online
at www.adviserinfo.sec.gov. You can view our firm’s information on this website
by searching for CWM, LLC or by our CRD number 155344.

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