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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.

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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.

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Our Locations

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

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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

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