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About Us

Purposeful Wealth Strategies, founded in 2018, is a group of Financial Advisor with Waddell & Reed who offer comprehensive financial planning. We focus on working with successful professionals and small business owners whom, among other things, aspire for a work optional lifestyle. Additionally, we bring a unique perspective and experience to Special Needs Planning, specifically families that are affected by Asperger’s/Autism Spectrum Disorder(ASD).

Located in Grand Rapids, Michigan, we serves clients in west Michigan and in several states throughout the country. The financial life planning we provide goes beyond the numbers - because we believe you are more than a series of calculations on a spreadsheet. We feel you deserve a holistic plan that accounts for each area of your personal, professional and financial life. One that is aligned with your goals and can support you on your journey toward financial well-being.

Our goal is to make a lifelong impact on the lives of others. Success isn’t measured by how much you have, but by what you do with what you have. Whether you are in need of small business planning, retirement planning, or financial life planning in general - the team at Purposeful Wealth Strategies will strive to guide you with honesty, integrity and purpose.


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