Broker Check

Thomas Picardy CFP®

3280 East Beltline Ct NE, Ste 300
Grand Rapids, MI 49525
Main: 616.560.7678
Fax: 616.825.6024

Our Services

Picardy Wealth Management focuses on you and the unique set of financial circumstances you and your family face.  Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future.  We offer access to a wide variety of products and services, which include the following:

  • Financial Planning (through LPL Financial, a Registered Investment Advisor)
  • Investment and Wealth Management
  • Retirement Planning
  • 529 College Savings Programs
  • Tax Management
  • Estate Planning
  • 401(k) and Profit Sharing Plans
  • Life, Disability and Long Term Care Insurance
  • Fixed and Variable Annuities
  • Executive Benefit Programs
  • Business Succession Planning
  • Gifting Strategies