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Take Your Wealth Further

Are You Ready for Your Future?

You want your wealth to keep your family, business and community strong for generations to come. Do you have the right plan in place? Sytsma Wealth Strategies advisors equip you with custom wealth-planning solutions to help you build a financial foundation that lasts.

Business Owners

You work hard to secure a bright future for the ones you love. We build wealth plans to keep you and your family on firm financial footing.

Nonprofits, Foundations and Endowments

You’re on a mission to create a strong and vibrant community. Our wealth advisors provide comprehensive institutional services so you can focus on making a lasting impact.

Our Process

Every Successful Project Needs a Blueprint

The Sytsma Wealth Blueprint is a straightforward path to a financial life well-planned. We’ll find your blind spots and lead you forward.

Explore

You are unique. We understand the nuances that matter for your business, investments and family.

Plan

We design custom Wealth Plans that lead you to a confident future.

Optimize

Your plan is continuously refined to ensure that your changing needs are being met.

Services

Maximize Your Impact with a Dedicated Partner

Our wealth management experts will guide you through business transference, wealth protection and optimization.

Business Owners

Asset Management

Business Succession Planning

Charitable Giving

Estate Planning & Trusts

Integrated Wealth Management

Longevity Planning

Retirement Planning

Non-Profits

Custom Client Service plan 

Investment Policy Statement

Custom Benchmark and Reports

Attendance & Presentation At Board or Committee Meetings As Agreed Upon

Your Journey to a Life Well-planned Starts Here