Kars Wealth Management LLC
Wealth Advisor
(616) 321-2453 dan.rausch@karswealth.com
Based in Holland, Michigan, we are a boutique wealth management branch 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.
We believe a successful financial strategy requires a trusted partner who truly knows your story. Built on a foundation of enduring relationships, our practice thrives on continuous dialogue - constantly refining your plan to reflect new milestones and shifting priorities. We handle the complex details so you can focus on what matters most.
Intentional planning delivers more predictable results. Our personalized process begins by understanding your goals, risk tolerance, and priorities. From there, we craft a comprehensive strategy that seamlessly integrates investment management, tax planning, and estate coordination, ensuring your financial roadmap evolves alongside your life.