Our Wealth Management team made the list of Forbes Best-In-State Wealth Management Teams for 2023!
GRAND RAPIDS, MI – January 12, 2023 – HS&C Wealth Management, a private wealth advisory practice with Ameriprise Financial in Grand Rapids, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.
The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. HS&C Wealth Management was chosen based on assets under management, industry experience, compliance record and best practices in their practice and approach to working with clients.
HS&C Wealth Management is led by Chase Carpenter. The team also includes financial advisors Daniel DeWitt, CFP®, MBA, Nick Hendon, CRPC®, Mike Gascon, Steven Campbell, CFP®, APMA, Cory Preuss, CRPC®, Zachary Hunt, Jeff Buursma, Nelson Schrader, Jack Hendon, CPA, Bruce Meyers, CPA, and Karen Rogers and support staff Joy Foster, Jan Liszewski, Sara Wright, Stephanie Hendon, Sydney Bollaert, Alex Buthker, Robert Blaszak, Kyle Brooks, Barb Zemaitis, Sara Sherman, and Kaitlyn Nelson. They have collectively served the Greater Grand Rapids, Fremont, Muskegon, Mt. Pleasant, Rockford, Greenville, Ionia, Big Rapids, and Lansing communities since 2010.
HS&C Wealth Management provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Stephanie Hendon at 616.456.6550 or visit the Ameriprise office at 5136 Cascade Rd SE, Suite 2B, Grand Rapids, MI 49546 or their website at HS&C Wealth Management – Rockford, MI: Ameriprise (ameripriseadvisors.com).
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs. For more information, visit ameriprise.com.
Visit forbes.com for additional information about Forbes.
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Source: Forbes, “Forbes Best-in-State Wealth Management Teams,” Jan. 12, 2023.
The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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