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Take Your Wealth Further
Are You Ready for Your Future?
You want your wealth to keep your family, business and community strong for generations to come. Do you have the right plan in place? Sytsma Wealth Strategies advisors equip you with custom wealth-planning solutions to help you build a financial foundation that lasts.
Business Owners
You work hard to secure a bright future for the ones you love. We build wealth plans to keep you and your family on firm financial footing.
Nonprofits, Foundations and Endowments
You’re on a mission to create a strong and vibrant community. Our wealth advisors provide comprehensive institutional services so you can focus on making a lasting impact.
Our Process
Every Successful Project Needs a Blueprint
The Sytsma Wealth Blueprint is a straightforward path to a financial life well-planned. We’ll find your blind spots and lead you forward.
Explore
You are unique. We understand the nuances that matter for your business, investments and family.
Plan
We design custom Wealth Plans that lead you to a confident future.
Optimize
Your plan is continuously refined to ensure that your changing needs are being met.
Services
Maximize Your Impact with a Dedicated Partner
Our wealth management experts will guide you through business transference, wealth protection and optimization.
Business Owners
Asset Management
Business Succession Planning
Charitable Giving
Estate Planning & Trusts
Integrated Wealth Management
Longevity Planning
Retirement Planning
Non-Profits
Custom Client Service plan
Investment Policy Statement
Custom Benchmark and Reports
Attendance & Presentation At Board or Committee Meetings As Agreed Upon