About

An independent firm built for the families it serves.

Valor Wealth Group is a woman-owned, independent registered investment adviser in Ada, Michigan, founded to serve successful families and business owners.

Why Valor

Built by owners, for owners and the families who depend on them.

Small business is in our history. We understand that a small business is not just a financial asset, and is something you and your family have sacrificed for. That perspective shapes how we advise the owners and entrepreneurs we serve.

We also understand the nuances of managing significant wealth. Concentrated positions, complex tax pictures, multiple entities, and family dynamics call for judgment as much as technical skill, and for a plan that coordinates every professional at the table.

We show up for the hardest seasons of a family's financial life, the sale of a business, the loss of a spouse, the care of a loved one, with the courage, wisdom, and skill those moments deserve.

Our Team

Meghan Vanderlugt, CPWA®

Meghan founded Valor Wealth Group to build a culture of unmatched client care. She brings more than two decades of experience walking alongside families through every season of their financial lives, and she leads the firm's client relationships and financial planning.

Founder & Advisor

Zach Terpstra, CFA®

Zach leads investment management for the firm, including portfolio construction, tax-aware trading, and the selection of public and private strategies. A CFA charter holder, he also brings direct experience underwriting private market investments, which informs how Valor evaluates opportunities beyond the public markets.

Portfolio Manager
Operations and Compliance Manager

Katherine Ford, MBA ChFC®

Katherine leads operations and compliance for Valor Wealth Group. She brings a strong foundation in client service and organizational excellence, and she is responsible for ensuring every detail of a client's experience is handled with precision and consistency.

The first step

Start with a meeting

Ninety minutes. No cost and no obligation. We walk through your balance sheet and your current strategies, and you leave with a clear picture whether or not we ever work together.

SCHEDULE A MEETING

Your values ◆ Your legacy ◆ Our guidance

Valor Wealth Group is an independent, fiduciary wealth advisory firm in Ada, Michigan, serving successful families and business owners across West Michigan and beyond.

Visit

  • 7163 Headley St SE, Suite B

  • Ada, MI 49301

  • (616) 314-5928

Disclosures

  • Form ADV Part 2A

  • Form ADV Part 2B

  • Privacy Policy

  • Business Continuity Plan

  • General Disclosures

Valor Wealth Group, LLC is a registered investment adviser. The adviser may transact business in states where it is appropriately registered or where it is excluded or exempt from registration. This material is provided for informational and educational purposes only and should not be construed as an offer or solicitation to buy or sell any securities or to provide investment advisory services. All investments involve risk, including the potential loss of principal, and are not guaranteed. Valor Wealth Group LLC and its Investment Advisers do not engage in the practice of law and are not CPAs or acting in the capacity of CPAs, enrolled agents, or tax attorneys. Clients should consult a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.