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 clients unique needs and goals are all key factors for his continued success. Clients want to know that their financial needs are being met. Not just now - but in days to come; especially as critical life events unfold, and needs evolve. For this reason, Tom has developed and refined a proprietary process: The Summit FORMula™. This process ensures all client concerns are handled, and their financial interests remain of the utmost importance as their needs change.
Tom completed a Bachelor of Science degree in Business Administration from Central Michigan University
in 2001. He completed the Seidman Financial Planning Program from Grand Valley State University in
2004. Tom’s greatest professional achievement was earning his CERTIFIED FINANCIAL PLANNER™
certification in 2007.
Tom has been happily married to his lovely wife Lea since 2014. They reside in the Grand Rapids area, with their two children and rescue Yorkie, Baxter. He enjoys spending time with his family and friends, traveling, golfing, running, biking, and competing in various athletic events. Fitness and overall health keep him ready to accomplish all his goals, and service his many valued clients, who truly feel like family.