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We help successful individuals and families simplify complexity, reclaim their time, and build greater confidence in their wealth.
Valor brings together investments, taxes, estate planning, and the professionals advising each under one coordinated plan.
Our Firm
Wealth should create clarity and confidence, not complexity.
Valor Wealth Group is an independent, fiduciary wealth advisory firm located in Ada, Michigan, serving successful families and business owners across West Michigan. Families typically come to us when their financial lives have outgrown one-off solutions.
We are legally obligated to put your interests first and we are paid one transparent advisory fee. The only way we succeed is if you do.
Who we serve
Built for four kinds of families
Business Exit and Succession
Owners preparing to sell or transition a business who want one coordinated plan for the sale, the taxes, and the portfolio that follows the closing.
Families Navigating Transition
Families facing the loss of a spouse, a divorce, an inheritance, or retirement who want a steady, guided plan through unfamiliar territory.
Entrepreneurs and Business Builders
Owners actively growing a company who want their personal wealth, cash flow, and taxes managed with the same discipline they bring to the business.
Families Caring for a Loved One
Parents and caregivers planning for a loved one with a disability who want lifetime care funding, the right trust structures, and benefit coordination.
A fiduciary, paid transparently
We are legally bound to put your interests first. We sell no products and earn no commissions, so we succeed only when you do.
One coordinated plan
We lead the coordination of your CPA, estate attorney, and other advisors, so every professional works from the same plan.
Tax awareness in every decision
Taxes are often a family's largest lifetime expense. We build tax strategy into every decision, never as an afterthought each April.
Our Services
Wealth Planning
Investment Management
Tax Planning
Estate and Wealth Transfer
Charitable Giving
Legacy Planning
Professional Coordination
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.
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.