Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free guides.

FORBES TOP-RANKED TEAM

People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Kanai Pettigrew Financial Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. Each family gets a personalized allocation strategy; we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your life. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Kanai Pettigrew Financial Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.

1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

    First Name*

    Last Name*

    Email*

    Phone Number*


    Our financial planning services are built on trust, transparency and accountability.

    Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

    Portfolio Management

    Determining your financial risk and creating a financial plan is only the beginning of the process. Your portfolio is designed to match a Family Index Number, which we help you customize during the collaborative planning process. Learn More

    Insurance Needs Analysis – Risk Management

    It is usually the event for which you are unprepared that destroys your security.  Insurance can often provide a cost-effective way to cover risk from unanticipated events. Learn more

    Small Business and Employee Benefits

    Your profitability is driven by reducing your costs, and many businesses are paying too much for their employer-sponsored benefits. Learn more

    Wealth Planning

    Our goal is to help you make wise financial decisions, so you can spend more time doing what you love.  Learn more

    Estate Planning

    Estate planning can minimize the administrative burden to your heirs. It can also maximize the value of your assets to those you feel should benefit from your lifetime of work.  Learn more

    Employer Sponsored Retirement Plans

    Retirement Plan Sponsors are responsible for providing their employees with a retirement plan that maximizes the benefit to the participants while working efficiently for the company. Learn more

    Connect with an Advisor

    Please provide your name and email and we will have an advisor contact you.

      First Name*

      Last Name*

      Email*

      Phone Number*


      Personalized Wealth Management

      Kanai Pettigrew’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We offer a comprehensive suite of investment management and wealth planning solutions, serving affluent families, business owners, executives and institutions.

      Contact one of our wealth advisors to request a complimentary consultation.

      Investment Management

      Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

      Read more

      Carson Partners

      Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

      Read more

      Our Locations

      Kanai Pettigrew Financial Group is headquartered in Grand Rapids, Michigan. Contact us today to speak with a wealth advisor or financial professional.

      Read more

      Insights

      Kanai Pettigrew Financial Group’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

      Market Commentary
      Market Commentary: Higher-Than-Expected Inflation Rates Cause Consumer ...

      The Federal Reserve raised its inflation forecast 1.0% for this year to 3.4% and indicated inflation will stay near its target of 2.0% in coming years. Based on a more rapid recovery and higher-than-expected inflation in recent months, Fed officials estimate the Fed will raise interest rates twice in 2023. The moves also suggest the Fed will start reducing its bond-buying program this year rather than in 2022.

      Read More
      financial scam protection, financial planning
      Monthly Newsletter
      How Financial Scams Work, and How to ...

      Editor’s Note: This article was updated in June 2021. In the late 1920s, an enterprising Bostonian started selling subdivisions in the sunny ‘burbs of Florida. Promising orange trees in the backyard and rolling waves out the front door, he sold plots – sometimes 23 an acre! – near bustling towns like Nettie. Unfortunately, the entrepreneur’s name was Charles Ponzi, and Nettie, like his other locales, was a work of lucrative fiction.

      Read More
      Video
      Why You Might Need to Update Your ...

      Watch this webinar hosted by Carson’s Vice President of Trust Services, Sarah Duey, to learn more about why you might need to update your estate plan.. Click Here to Watch the Webinar

      Read More
      Blog
      Why Lumber Prices Are Surging

      By William Postma, Associate Wealth Advisor If you’ve found yourself walking through your local hardware store and feeling sticker shock when looking at lumber prices, you’re not alone. Lumber prices have skyrocketed over the last year – up more than 300% year over year, by some measures.

      Read More
      Blog post
      • Life Insurance Strategies for Business Owners

        Entrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amount of energy, but it’s also an enriching journey and makes life worth the trip.Read more

      Weekly Market Commentary