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Daniel Haines
Senior Wealth Manager at Voisard Asset Management
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Work Experience
Senior Wealth Manager
Jul 2024 - Present · 6 months
Western Michigan University
2018 - Present · 7 years
N/A
May 2018 - Present · 6 years and 8 months
Lecturer - Student Managed Investment Fund Class
2018 - 2021 · 3 years
Company Details
Voisard Asset Management Group is a fee-only, investment management practice that works with high net worth individuals nationwide. Our firm operates independently, free from outside conflicts of interest, to provide our clients with unbiased advice designed to assist them in achieving their financial goals. We address issues including, but not limited to, investment management of assets, retirement planning, estate objectives and general review of income tax issues. We believe in personal relationships built on trust and integrity, open communication, understanding your circumstances and maintaining a long term perspective.
Year Founded
2002
Social Media
Linkedin
Industry
Financial Services
HQ Location
99 Monroe Ave Suite 504 Grand Rapids, Michigan 49503, US
Keywords
Investment and wealth management services and Retirement planning services
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