Named One of Michigan’s Top Wealth Advisors

We’re thankful to share that Rinvelt & David has been named to the Forbes | SHOOK 2026 Best-In-State Wealth Advisors list. Our recognition is a direct reflection of what our friends “who happen to be clients” deserve. We are only recognized in this way because it is our daily goal to care for our clients in the most attentive and comprehensive manner they deserve. When you work with people who possess mutual care and understanding in the client and advisor relationship, it’s easy to provide the best for them.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.

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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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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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