Holistic Wealth Management services designed with you in mind.
Our wealth management team focuses on the affluent individuals, families, and businesses. We understand that it takes specialized abilities to unravel the complexities of managing and leveraging assets to their full potential.
Wealth Management Advisors
Jeremy Heavey
AIF® NSSA® | FINANCIAL ADVISOR
Jeremy leads our wealth management practice and is passionate about partnering with individuals and families to identify what is important in their lives and creating and managing a comprehensive financial strategy to help them reach their life goals.
He is a graduate of Taylor University and has completed business programs at both Hong Kong Baptist University & Harvard Business School. Jeremy, his wife Kim and their four kids reside in Kalamazoo. They love spending time exploring the outdoors, fixing up their farmhouse, and living life with friends and extended family.
Scott Higgins
AIF®, CFP®, CPFA®, NSSA® | FINANCIAL ADVISOR
Since 2012 at Rose Street, Scott has been responsible for helping the firm’s individual wealth management clients with income strategies for retirement and consulting with employers with their employee retirement plans. In free time, he enjoys golf, biking, skiing, cooking, and traveling. Fun fact, scott has a hobby of filling growlers with coins!
Our
Philosophy
Our consultive planning approach takes into account your attitudes, beliefs, and values to develop personalized financial advice that is in your best interest.
Clients seek our experience in these areas
Developing client goals
Managing cash flow
Preserving or increasing wealth
Achieving financial wellbeing
Identifying and managing risks
Providing for education needs
Identifying tax considerations
Pursing philanthropic interests
Addressing estate and legacy matters
Preparing for retirement
Managing the financial effect of health considerations
Our engaged
consultive
approach will:
Compare your investment performance
Measure success against financial benchmarks
Continuously monitor financial planning relationship
Our advisors have attained the Accredited Investment Fiduciary, AIF® designation.
The AIF® designation is one of the top financial certifications per U.S. News & World Report.
This certifies that our advisors must adhere to a standard of acting in the best interest of the client.
Are you ready
to get started?
