Who We Are
Our Story
Picardy Wealth Management was born from the desire to find a new way to help clients improve and organize their financial lives into a straightforward, interactive format. We are an independent firm that is committed to helping clients solve their complex financial goals.
“At Picardy Wealth Management, we recognize that we are not all things to all people - nor do we want to be. We are ALL things to some people and our client relationships are based on a very specific FIT process. This allows us to provide an elevated client experience keeping all the pieces of each clients financial plan in place.”
Thomas R. Picardy, CFP®
CERTIFIED FINANCIAL PLANNER™
(616) 825-6024
With a keen interest in helping people achieve and maintain financial independence, Tom Picardy founded Picardy Wealth Management in Grand Rapids, Michigan in 2005. Tom's high level of professionalism, knowledge, and understanding of...
Lea Picardy
Client Relations Manager
616.825.6024
Lea joined the team in the summer of 2018. She graduated from Davenport University in 2002, with a degree in Accounting, and worked in corporate accounting for 22 years prior to joining PWM. She is goal- oriented and looking to help...
Sue Glover
Administrative Assistant
(616) 825-6024
Sue joined the team in the spring of 2013. She brings nearly 20 years of experience working in the financial sector. Sue enjoys assisting Tom, and taking care of their many valued clients, who feel like family. She has three talented...
