Austin P. Wingett,

I am a graduate of Grand Valley State University and acting CERTIFIED FINANCIAL PLANNER^® professional & Accredited Asset Management Specialist (AAMS) with Raymond James. We focus our business efforts on helping people achieve and maintain their lifetime goals and dreams. The most successful wealth management strategies look at the big picture. Focusing on pre-retirement strategies and reviewing post-retirement outcomes. The team and I look to buildout world class investment positions while looking to minimize taxes, align estate planning goals, and be involved in family conversations in how to best transfer assets to heirs.

Our dedication comes down to establishing specific goals, creating a strategy, executing solutions, and then reviewing and revising with our clients. We believe in accountability and that means measuring results against objectives and tactically and strategically adjusting as necessary.

I am an Acting Fiduciary per the CERTIFIED FINANCIAL PLANNER^® board as I’ve completed the experience requirements, courses, and seven-hour exam. Not all advisors can call themselves a CFP^®, and when selecting a Financial Planner. It’s important to feel confident that the person you choose to help you plan your future is competent and ethical.

^{I’m a native of Muskegon Michigan, alumni of Mona Shores High school, and when not working. Looking to be up north on our property ready for the next hunt. Certified Financial Planner Boartd of Standard Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirments. Raymond James is not affiliated with any other organizations mentioned.}