Van Sumeren Wealth Management

Van Sumeren Wealth Management is a wealth management firm in Bay City, MI. They assist individuals in achieving their financial goals and dreams through comprehensive planning and wealth management services. Their specialties include retirement planning, portfolio management, and addressing various other financial objectives such as education funding, estate planning, and insurance needs analysis. The team has decades of collective experience and serves clients across the region.

The mission of Van Sumeren Wealth Management is to help clients establish and achieve their financial goals while they enjoy life. Their process starts with listening to understand both concerns and dreams, tailoring plans accordingly. They collaborate with tax and legal advisors for a comprehensive view and ensure ongoing monitoring and adjustments as needed. The firm emphasizes clear communication and transparency regarding fees and services. As an independent firm, they offer unbiased solutions from a wide array of options.

Van Sumeren Wealth Management's team is composed of experienced professionals dedicated to building long-term relationships with clients. Founder Patrick Van Sumeren has been providing advice since 1991 and focuses on helping motivated clients achieve their goals. Office Manager Kimberly Schulz and Client Services representative Tammy Lillo are committed to delivering exceptional service.

In Bay City, Van Sumeren Wealth Management stands out as a trusted partner for those seeking comprehensive wealth management services tailored to individual needs and dreams.