Skip to content

Resources & FAQs

If your question is not addressed here or you need further information, please don’t hesitate to contact us at 616-608-3755 or


Investor Access

Download Resource

Account Aggregation

Download Resource

Economic Commentary

Download Resource

Reading Your Statement

Download Resource


How is Sytsma Wealth compensated?

When appropriate we work on an advisory fee basis. However, some brokerage commission accounts are necessary.

What is Sytsma Wealth’s investment philosophy?

We invest based on the specific goals and objectives of our clients. We believe the biggest component to performance is behavior management along with having a well-diversified portfolio.

What investment types does Sytsma Wealth utilize?

Stocks, bonds, mutual funds, alternative investments (i.e. private equity), as well as managed accounts based on a spectrum of strategies and risk profiles, and insurance and annuity products.

What is Sytsma Wealth’s relationship with Raymond James?

Raymond James is our Broker Dealer. This means the trading we do on your behalf is transacted through them and we have access to their resources and research.

If I work with another firm, how do I switch to Sytsma Wealth?

We simply need a copy of your most recent account statement and your signature.

Is Sytsma Wealth a fiduciary?

Following a fiduciary standard we accept the responsibility of taking care of the property or needs of another person, to the benefit of that person.

Is Sytsma Wealth Strategies a good fit for me?

The initial meetings are a chance for us to get to know each other in order for us both to determine if this would be a good fit.

In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2 as well as the client agreement