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Accessible Family & Wealth servicesCalculate Your Next Step With Confidence

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

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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.

our firm
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 office 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.

Explore The Process

HERE FOR YOU 
High-Touch Services

Our boutique wealth management 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 office offers these resources to help you make sense of your options.

Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.
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A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Learn More
Social Security Tax Estimator

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.
Learn More

Frequently Asked Questions Working With Rinvelt & David

Here are a few common questions we hear from individuals, families, executives, and business owners when they are exploring our firm’s services and whether this relationship is a good fit.

  • Rinvelt & David is a boutique wealth management office based in Grand Rapids, Michigan. We help individuals, families, executives, professionals, and business owners make informed financial decisions through cash-flow-based financial planning, actively managed portfolios, retirement income planning, tax-aware strategies, estate coordination, and ongoing financial advocacy.

  • Boutique wealth management is a more personal, high-touch approach to financial planning and investment management. At Rinvelt & David, that means direct access to our team, proactive reviews, cash-flow-based planning, active portfolio management, and guidance that adjusts as your life, family, business, and financial questions change.

  • Cash-flow-based financial planning looks at how money actually moves through your life. Rinvelt & David reviews income, expenses, taxes, investments, retirement needs, healthcare costs, estate goals, and possible life changes. Then we “do the math” so you can see where you stand, what may need attention, and what decisions come next.

  • Rinvelt & David works with people who have meaningful financial complexity and want an advocate to help organize the moving pieces. Our clients include professionals and executives, high-net-worth individuals, multigenerational families, and successful business owners planning around retirement, investments, taxes, estate planning, equity compensation, or business transitions.

  • Yes. When providing investment advisory services, our advisors act in a fiduciary capacity, which means they are required to put their clients' interests first. Our team sits on your side of the table, helps evaluate your options, and builds strategies around what the math shows, your personal priorities, and the decisions ahead.

  • A family-office-style wealth management experience brings more of your financial life into one coordinated relationship. That may include investment management, retirement planning, tax coordination, estate and legacy planning, insurance strategy, education planning, charitable goals, and collaboration with CPAs or attorneys. Rinvelt & David brings that level of care to families with significant wealth.

  • You may still benefit from a financial advisor, especially as your wealth grows and planning becomes more complex. Many clients come to us when they need to decide when to retire, how much they can spend, whether to roll over a 401(k), how to manage taxes, how to prepare heirs, or how to turn business or equity value into long-term wealth.

  • Rinvelt & David is based in Grand Rapids, Michigan, and serves clients with a strong West Michigan presence. Because advisory services are regulated by jurisdiction and registration requirements, the best next step is to contact the team directly so they can determine whether they can serve your specific situation and location.

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