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Accessible Family Office & Wealth servicesCalculate Your Next Step With Confidence

Attentive, high-touch service, actively managed portfolios, and
an integrated planning approach.-
 

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Your Team For The Moments That Matter


At Rinvelt & David, we serve as your financial advocate and your third call when things change—right after family and faith. With proactively scheduled reviews, cash-flow-based financial planning, and tactically managed portfolios, we help you live fully and move forward with confidence. As a boutique wealth management firm based in West Michigan, we’re accessible, engaged, and deeply invested in your life.

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How we work
Boutique Wealth Management That Puts You First




For us, planning means doing the math to discover the answers you need. Every decision you make today impacts your progress toward reaching your goals. We’ve designed our systems and processes to deliver solutions based on your timetable, not ours.

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HERE FOR YOU 
High-Touch Services

Our boutique wealth management firm and family office provides thoughtful, hands-on financial planning designed to help you live fully and make smart, confident decisions.

Confidence comes from clarity
Clarity Comes From Doing The Math

Doing the math isn’t just about numbers—it’s about knowing your life is on track.
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Partnering through it all 
For Where You Are, And Where You’re Going

Executives & Professionals

Executives & Professionals


We help labor leaders and employees with ESOPs, RSUs and stock options turn equity into opportunity with tax-smart strategies, cash flow clarity, and long-term planning.

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High Net Worth Individuals

High Net Worth Individuals


We help high-net-worth individuals simplify complexity, proactively manage portfolios, and make confident, values-aligned decisions through every season of life.

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Multigenerational Families

Multigenerational Families


We bring boutique-level care and coordination to multigenerational households, offering a high-touch experience usually reserved for the ultra-wealthy.

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Successful Business Owners

Successful Business Owners


From ESOP strategies to succession planning, retirement plan consulting to tax-smart growth—we help business owners turn their life's work into long-term wealth.

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About The Firm


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Resource hub 
Resources To Help You Navigate Financial Questions

Check out our growing library of podcasts, videos, and guides covering key topics like tax planning, retirement income, legacy strategies, and more. Our boutique wealth management firm and family office offers these resources to help you make sense of your options.

Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.
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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
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