Where every engagement begins

Professional Coordination

Most families have a CPA, an estate attorney, an insurance professional, and a banker who rarely speak to one another. We lead the coordination of each of them, so the whole picture fits together.

  • A unified plan, shared by every professional who advises you

  • One point of accountability for how the pieces fit together

  • No decision made in isolation with the goal of nothing falling through the cracks

CPA Insurance Banker Attorney

Wealth Planning

Investment Management

Tax Planning

Estate and Wealth Transfer

Charitable Giving

Comprehensive financial planning covering cash flow, balance sheet review, insurance assessment, income replacement, and modeling dynamic decisions throughout your financial life.

  • Retirement income design and withdrawal sequencing

  • Risk review across insurance, asset protection, and diversification

  • Liquidity planning for near-term needs and long-term objectives

Actively managed, tax-aware portfolios of public and private investments, tailored to your goals, your values, and your tolerance for risk.

  • Active management of our highest conviction ideas, evaluated through the lens of an operator and built on a low cost core

  • Access to private markets, including private credit and private equity, for clients who meet applicable eligibility requirements

  • Tax efficiency in every position through asset location, gain management, and tax-aware trading

Proactive planning strategies that translate complexity into clear, actionable decisions across income, capital gains, and estate taxes.

  • Proactive multi-year income and bracket management

  • Gain harvesting and loss harvesting coordinated with the portfolio

  • Coordinate financial planning decisions with your CPA

Trust structure planning, wealth transfer strategies, family business considerations, and document reviews designed to align your wishes with future generations.

  • Beneficiary and titling reviews across every account

  • Trust funding and transfer strategy modeled before documents are drafted

  • Collaborate with your estate attorney on enacting recommended changes

Donor advised funds, qualified charitable distributions, charitable trusts, and gifts of appreciated assets, structured so your generosity and your tax strategy work together.

  • Gifts of appreciated stock or business interests made before a sale

  • Qualified charitable distributions from retirement accounts

  • Donor advised fund timing and charitable lead or remainder trusts

Legacy Planning

Facilitated family meetings, next-generation education plans, and shared decision frameworks that help prepare heirs before wealth arrives.

  • Heirs rarely stay engaged with their parents' advisor, largely because no one prepared them

  • Coordinated family dialogues with a clear agenda

  • Next-generation education so wealth transfers with your values attached

Every service above exists to carry one coordinated plan forward. The portfolio serves the plan, never the other way around.

That is the order we work in, and the reason our clients leave every meeting knowing how the pieces fit together.

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.