The Financial Advisors at Five Lakes Wealth Management pride themselves on being understanding and approachable. In keeping with our firm’s mission to take the complication out of wealth management, we keep our service offerings as straightforward as possible and our guidance easy to understand.
We are dedicated to truly getting to know our clients’ financial needs and goals. We stand out from our competition for our no-nonsense, client centric approach. When working with us, you won’t find pretentious attitudes and $1,000 suits. What you will find is a group of dedicated, everyday guys who have a passion for helping people meet their financial goals. You’ll also find we keep it pretty loose around here. Just because we’re in financial services doesn’t mean we can’t have a little fun!
Contact Matt Sernau directly at 616.438.9080 or email@example.com to learn more or schedule a complimentary consultation.
Matthew Sernau is a Registered Representative offering securities through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Five Lakes Wealth Management is not affiliated with Securities America, Inc
Membership Level: Premier Partner
1346 Baldwin St
Jenison, MI 49428
Contact: Matt Sernau
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