We believe it is a privilege to be your wealth manager. As a fiduciary, it is a responsibility we do not take lightly. Our dedication to our clients is what sets us apart. We are confident that you will agree and invite you to meet the LaFleur & Godfrey team!
LaFleur & Godfrey Private Wealth Management traces its origins to 1987, when James LaFleur and Richard Godfrey began serving individuals and families in the West Michigan area with professional money management services. Today, the firm is led with the same high standard and investment principles providing clients with holistic planning solutions, custom equity portfolios, and fixed income solutions.
In 2013, LaFleur & Godfrey joined Focus Financial Partners, a leading international partnership of independent, fiduciary wealth management firms. This partnership provides LaFleur & Godfrey with access to an extensive investment knowledge base, operational expertise, enhanced wealth management solutions, and industry best practices of independently managed fiduciary wealth management firms.
LaFleur & Godfrey is a SEC registered investment advisor (RIA) with its principal place of business in Grand Rapids, MI. LaFleur & Godfrey may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Registration does not imply government endorsement or that the registrant has attained a level of skill of training.
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所属行业
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金融服务
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规模
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2-10 人
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总部
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Grand Rapids,MI
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类型
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私人持股
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创立
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1987