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Wealth Management

Bredeweg & Zylstra along with our affiliate BZ Investments offers comprehensive wealth management services while coordinating advice from attorneys and insurance agents.

We take the time to understand your financial situation and tolerance for risk to tailor a plan that’s right for you. As you transition through life, we’ll meet with you regularly to review your goals and adjust your plan accordingly.

We offer planning and assistance in the following areas:

  • Investment Management
  • Retirement Strategies
  • Tax
  • Business
  • Educational Savings
  • Insurance
  • Estate
  • Personal Finance
  • Social Security and Medicare
  • Life Events
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