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Advize Wealth Management is a comprehensive financial planning
Financial planning is more than just growing large portfolios; it's about providing the means to live a purposeful life. We believe that developing deep and meaningful relationships with our clients is the key to giving valuable and personable advice.
No products, just advice!
firm specialized in helping busy professionals achieve financial freedom.
COLIN OVERWEG, CFP®
Founder, Financial Advisor
Professional:
I was sick of commission, proprietary products, sales quotes, clucky technology and being told how to help my clients so left the broker dealer world forever and launched Advize Wealth!
Since then I've been name an Investopedia Top 100 Advisor in the Country, serve on the Board for the Financial Planning Association, frequently guest lecture at Universities have been feature in multiple publications.
My passion is to power yours!
Personal:
I live in Los Angeles, CA with my amazing wife, Alyse! We make frequent visits to our home towns in Michigan to visit friends and family.
When I'm not working, you can find me at the beach attempting surf, long boarding, mountain biking, making financial vlogs, golfing and traveling!
TED PERRY
Financial Advisor
Professional:
Having worked for an insurance company and broker-dealer since 2013, I learned firsthand how working for large firms can cause personal finance to lose the "personal" aspect. I joined Advize Wealth in 2021 to help change that. Guiding people to accomplish what's most important to them is what makes this career so fulfilling!
Personal:
I live in Grand Rapids, MI with my wife, Haley, and our pets, Finn & Luna. When I'm not working, I love spending time hiking, hammock camping, whiskey tasting, playing board games, or singing karaoke!
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