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Available Online

Wealthspan Discovery Session

30 minZoom Meeting

Service Description

Is there some value Wealthspan can add for you? Are we the right fit for you and are you the right fit for us? We'll have a short informational discovery call to see what we both think and take it from there.

Contact Details

616-655-1691

support@wealthspanadvisors.com

1500 E Beltline Ave SE, Grand Rapids, MI, USA

IMPORTANT DISCLOsuRES

The information presented is for educational purposes only and does not intend to make an offer or solicitation to sell or purchase securities. Wealthspan Advisors, LLC's website and associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance indicates future performance. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

 

Wealthspan Advisors, LLC and Wealthspan Investment Management, LLC are not affiliated.​​​

© 2025 by Wealthspan Advisors, LLC. 

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