JVL Wealth Strategies Moves to Larger Office

BY RACHEL WATSON, GRAND RAPIDS BUSINESS JOURNAL | December 15, 2021

A Wyoming financial services firm moved to a larger space in the same area.

JVL Wealth Strategies said Monday, Dec. 13, it moved its office from 1535 44th St. SW, Suite 400, in Wyoming to 1657 Gezon Parkway SW, Suite C, in Wyoming.

The new office provides the firm with more space for continued growth.

JVL Wealth Strategies worked with First Companies on a custom buildout, including a floorplan that supports collaborative and individual work, as well as a designated front desk reception area, conference room and kitchen.

Custer provided workplace design services.

“As we continue looking toward the future, our new office provides an opportunity to grow our team and service to clients,” said Jerry VanderLugt, partner, JVL Wealth Strategies. “The contemporary design welcomes clients in a comfortable environment that matches our collaborative work style perfectly.”

The office move followed the January 2021 appointment of Matt Kunnen and Chad Soukup as partners. In December 2020, JVL Wealth Strategies rebranded, updating its name and logo.

Founded in 1994, JVL Wealth Strategies is a locally owned, independent firm that serves family-owned businesses; professionals and executives; and people experiencing major life events such as preparing for retirement, receiving an inheritance, going through a divorce or coping with life after losing a loved one.

The firm offers financial, tax and estate planning services; risk management; charitable giving; and multigenerational gifting advice.