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Financial Advisors in Grand Rapids, Michigan - Tru West Financial
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    • Financial Guidance for Widows

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Four Consecutive Years of Being Recognized as One of the Best and Brightest

Four Consecutive Years of Being Recognized as One of the Best and Brightest

by Thomas Kosner | Mar 19, 2024 | News

We’re thrilled to announce that Tru West Financial has been named one of the Best and Brightest Companies to Work For by The National Association for Business Resources. accomplishment that speaks volumes about our culture and commitment at Tru West...

Recent Posts

  • The Power of the Tax Control Triangle in Preserving and Growing Wealth
  • Financial Planning for 2025: Four Critical Steps for Affluent Investors
  • How to Prepare Financially for the Death of a Spouse
  • Stewarding the Family Business – How to be Nimble for Future Generations
  • Navigating Widowhood: 17 Essential Steps and Resources for Financial Stability
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38 Commerce Ave SW #310 Grand Rapids, MI 49503

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616-315-8500

Financial Planning

  • Investment Management
  • Fee-Only Financial Advisors
  • Estate Planning
  • Tax Planning

Specialty Services

  • Education Planning
  • Executive Compensation & Business Strategies
  • Financial Guidance for Widows

About

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© 2025 Tru West Financial. All Rights Reserved. Tru West Financial is an SEC Registered Investment Advisor (RIA) headquartered in Grand Rapids, Michigan. View our SEC firm summary

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Personal Services

  • Investment Management
  • Fee-Only Financial Advisors
  • Estate Planning
  • Tax Planning

Specialty Services

  • Education Planning
  • Executive Compensation & Business Strategies
  • Financial Guidance for Widows
The Power of the Tax Control Triangle in Preserving and Growing Wealth

The Power of the Tax Control Triangle in Preserving and Growing Wealth

Financial Planning, Tax Planning

The Tax Control Triangle categorizes investments into three tax treatments— tax-deferred, tax-exempt, and taxable—providing a strategic framework for diversifying your portfolio in alignment with your financial goals and tax circumstances. Tax-deferred investments...

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Financial Planning for 2025: Four Critical Steps for Affluent Investors

Financial Planning for 2025: Four Critical Steps for Affluent Investors

Financial Planning

As we move into 2025, the financial landscape presents unique challenges and opportunities for affluent investors. Tru West Financial is committed to providing clarity and actionable strategies tailored to your financial planning goals. Here’s what to watch and how...

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