Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed it. Tax planning is similar in the sense that you can put work in on the front end that you’ll reap benefits from later.Read more

Advice in Common Language

Straightforward Fees

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)?
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.
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.
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.
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.
Our Locations
Kanai Pettigrew Financial Group is headquartered in Grand Rapids, Michigan. Contact us today to speak with a wealth advisor or financial professional.
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
Weekly Market Commentary
- Market Commentary: Stimulus Fuels Retail Sales as Strong Housing Market Faces Hurdles
American consumers put their stimulus checks to work last month. Retail and food service sales rose 5.3% in January, after declining 1.0% in December (Figure 1). Compared to one year ago, sales are 7.4% higher. The strong data resulted from the stimulus checks and declining virus cases. Because of restrictions and risk, the biggest winners were online retailers. Home improvement stores also experienced strong demand as consumers continue to spend extra time at home.Read more