Investments and planning with an individual focus

We build financial strategies around your expectations, your willingness to take risk, and your concern for the people who matter most to you.

By aligning your investment, tax, and estate strategies, we ensure every facet of your financial life is working in harmony.

The security of experience

Kars Wealth is a specialized financial advisory firm dedicated to providing individuals and families exceptional financial planning.

Based in Holland, Michigan, we are a branch office of one of the largest wealth management platforms in the United States, Osaic Advisory Services. We deliver personalized investment solutions using the two largest custodians, Charles Schwab & Co. and Fidelity IWS.

Dan Rausch, CFP^® MBA CPA, Wealth Advisor, leads the local office team at Kars Wealth.

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We prioritize long-term partnerships over short-term transactions

A successful financial strategy requires a trusted partner who knows your story. We built our practice on a foundation of enduring relationships. We maintain a dialogue, refining your plan to reflect new milestones and shifting priorities. We focus on the big picture, so you can focus on what matters most.

When was the last time you had a frank conversation about your investments?

Our Three Step Process

STEP

1

Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

We will present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? We’ll keep your financial objectives on track every step of the way.

Start Your Financial Journey

Let’s begin the conversation. Submit this form to schedule an initial conversation.

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