Financial Advisors for your financial good
Plan with confidence. We have a whole team of financial advisors ready to solve your greatest financial challenges.
Wealth Management Services for Individuals and businesses
We’re more than just financial consultants. We’re your ally, helping you with every facet of your financial picture. Whether you’re a Fremont business, a Lansing nonprofit, a Grand Rapids retiree, or something in between, we want to assist you for your financial good.
H&S Companies has a business alliance with HS&C Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. In their role at Ameriprise, HS&C Wealth Management financial advisors are available to clients as a resource for financial and retirement planning, wealth management, brokerage and insurance.
Our Commitment to You
One-on-one Financial Advice
You won’t talk to a robot or someone who treats you like a number. You’ll talk one-on-one with one of our financial advisors who will get to know you and understand your
current challenges and future goals.
Personalized Recommendations
We offer investment, asset allocation, and portfolio recommendations based on your best interests while considering your goals and risk tolerance.
Regular Meetings
We’ll connect with you regularly to review and analyze your progress or make updates based on life changes or shifting priorities.
Anytime Access
Access your investment accounts through Ameriprise at any time—safely and securely.
How We Help
HS&C wealth management financial advisors will:
Take time to understand your dreams and goals
Provide practical advice on investment strategies and product solutions with your best interest in mind.
Identify gaps in your current plans that might prevent you from reaching your goals.
Help you determine action steps that bring your dreams within reach.
FAQs
What wealth management services does H&S Companies provide?
H&S Companies offers comprehensive wealth management services designed to help individuals, families, and business owners build, preserve, and transfer wealth with confidence. Our services include investment management, retirement planning, estate and legacy planning strategies, tax-efficient strategies, education planning strategies, risk management, and ongoing financial guidance tailored to your goals.
How is wealth management different from financial planning?
Financial planning is an important part of wealth management, but wealth management takes a broader view. It combines financial planning with investment management, tax planning strategies, estate planning strategies, and ongoing advice to help ensure every aspect of your financial life works together.
Can H&S help me prepare for retirement?
Yes. Our wealth management team helps clients develop retirement strategies that align with their lifestyle goals, income needs, tax considerations, and long-term financial objectives. Retirement planning is an ongoing process that evolves as your circumstances and priorities change.
Do you provide investment management services?
Yes. Our wealth management team works with clients to develop investment strategies based on their financial goals, time horizon, risk tolerance, and overall financial plan. Our recommendations are designed to support long-term objectives while adapting as life and market conditions change.
How does tax planning fit into wealth management?
Taxes play an important role in long-term financial success. Our wealth management professionals work closely with H&S’s tax specialists to help identify tax-efficient strategies related to investments, retirement distributions, charitable giving, business ownership, and estate planning. This coordinated approach helps clients make informed financial decisions with greater confidence.
Can you help with estate and legacy planning?
Yes. Our wealth management professionals help clients develop strategies to preserve and transfer wealth according to their wishes while coordinating with legal and tax professionals as needed. Estate planning is an important part of creating long-term financial security for future generations.
Do you work with business owners?
Absolutely. Business owners often have complex financial needs that extend beyond personal investing. We help coordinate business succession planning, retirement planning, tax strategies, investment management, and personal financial planning to support both business and personal financial goals.
Meet with a financial advisor
Come see what makes us different—our commitment to your goals, your dreams, and your greater financial good.