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 is passionate about partnering with individuals and families to identify what is important in their lives and creating a comprehensive financial strategy to help them reach their life goals. This holistic approach allows Jeremy and the wealth management team to ensure the specific needs of the client are front and center as they make investment recommendations and collaboratively design custom-tailored financial plans.
Jeremy has a professional track record starting, leading, and managing for-profit and non-profit organizations. He is a graduate of Taylor University and has completed business programs at both Hong Kong Baptist University & Harvard Business School. Jeremy is also formally trained and certified in behavioral assessment, conflict management and life coaching. Jeremy, his wife Kim and their 4 kids reside in Kalamazoo. They love spending time exploring the outdoors, fixing up their farmhouse, and living life with friends and extended family. Fun fact: Jeremy has been playing drums since he was 13 years old and made callbacks for the Blue Man Group.
Scott Higgins
AIF®, CFP®, CPFA® | 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?
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Rose Street Advisors is independently owned and operated.
Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.
Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. CA Insurance License. File #5757992.1