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(616) 957-0022
connect@rinveltdavid.com
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About Us

Guidance For Stability. Service For Excellence.

Rinvelt & David is a boutique wealth management team who works with high net worth families. We offer integrated, cash-flow-based planning and actively managed portfolios that are tailored to you. With twice-yearly reviews and a relationship-first approach, we provide the reassurance and insight you deserve in every season of life. You have many options when it comes to selecting your financial professional. We believe our team sets the standard of industry knowledge and experience derived not only from our education, but also our engagement with our clients throughout the entire planning process.

always Advocating 
High-Touch Service You Can Count On

Our clients hear from us often and know they can call anytime. We proactively schedule "life-to-date" review meetings twice a year, stay in touch between sessions, and pick up the phone when you call. We’re never too busy, and we’re always ready to talk with you.

tailored to you 
Your Portfolio Deserves An Actively Managed Strategy 

We actively manage investments in-house with the same level of intention we bring to every financial decision. Your portfolio will be customized to your goals, risk tolerance, and cash flow needs. We pay attention to every detail so you can move forward with confidence.

what guides us 
Our Core Values

We’ve built our firm around our guiding values. These are the backbone of how we show up for our clients, day in and day out.

Pay Attention<br/><br/>

Pay Attention

We take what we do for clients seriously. We’re driven to excellence and focus deeply on the details of each client’s unique needs. We pay attention every day so clients can move forward with confidence.

Be An Advocate<br/><br/>

Be An Advocate

We are the third call for our clients—right after family and faith. No matter what opportunity or challenge they face, they have assurance knowing we will be their rock with guidance they can depend on.

Do The Math<br/><br/>

Do The Math

Every financial decision begins with “doing the math” so our clients know where they stand today and where they can go tomorrow. Our cash-flow-based plans help them feel secure in every life stage.

Be Proactive &#38; Present

Be Proactive & Present

We stay connected with an open-door approach. Whether it’s twice-a-year reviews or quick questions between meetings, clients know we’re always ready, never too busy, and genuinely invested in their lives.

plans built on proof

Don't Assume, Let's Do The Math 





Our integrated approach brings together all the pieces of your life, so you can understand what’s possible and make confident decisions at every turn.

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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Our Team
Meet Our Team Of Family-Oriented Financial Advocates

Roger J. David

Roger J. David

Managing Partner | Senior Financial Professional

(616) 957 0022 ext. 14

Jacob Rinvelt, CFP®

Jacob Rinvelt, CFP®

Senior Financial Professional

(616) 957-0022 ext. 16

Jason Tresh

Jason Tresh

Director of Operations & Client Support Services

(616) 957 0022

Angie Elkins

Angie Elkins

Director of Office Management & Client Experiences

(616) 957 0022

Allison Eaton

Allison Eaton

Lead Client Services Representative | Communications Coordinator

(616) 957 0022

Jade Crivea

Jade Crivea

Administrative Assistant | Scheduler

Chris Doran

Chris Doran

Client Services Representative

Carson Patten

Carson Patten

Paraplanner

Matthew Miller

Matthew Miller

Paraplanner

Serving You in Partnership with Kestra

In collaboration with Kestra Investment Management, we bring you advanced financial tools, in-depth research, and insights to support informed decision-making. Kestra’s robust back-office resources allow us to work more efficiently, so we can focus on delivering the personalized, high-touch service and top-tier solutions you deserve.

Frequently Asked Questions About Our Firm

Here are a few common questions about how Rinvelt & David works, how we stay involved, and what clients can expect from our boutique planning relationship.

  • Rinvelt & David combines boutique wealth management, accessible family office support, cash-flow-based planning, and actively managed portfolios with a highly personal service model. Clients hear from us proactively, know they can call when life changes, and count on us to keep doing the math as new questions, opportunities, and challenges come up.

  • “Third call after family and faith” reflects the kind of relationship Rinvelt & David wants clients to experience. When something important happens, such as retirement, loss, a business decision, a tax question, or a family transition, clients know they can call the team for personalized advice, grounded guidance, and practical next steps.

  • A financial advocate stays involved beyond the initial plan. At Rinvelt & David, that means helping you think through decisions, coordinate with other professionals, revisit assumptions, and understand how one choice may affect another. Our role is to help you make sense of the moving pieces and feel more prepared for what comes next.

  • Life-to-Date reviews are proactive planning meetings designed to revisit your financial life as it actually stands today. Rinvelt & David uses these reviews to reassess your goals, cash flow, investments, taxes, risk, family needs, and new decisions. The goal is to keep your plan connected to the life you are living now.

  • A financial plan should be reviewed at least annually and whenever life, markets, taxes, income, or family needs significantly change. Rinvelt & David proactively schedules ongoing review meetings and stays in touch between formal conversations. The core idea is simple: your plan should not sit on a shelf. The equation should be revisited and reworked as life and circumstances change.

  • Rinvelt & David actively manages portfolios in-house so investment decisions can be aligned with each client’s goals, risk tolerance, cash flow needs, and planning strategy. The portfolio is not treated as separate from the plan. It is one part of the larger equation that includes income, taxes, spending, risk, and long-term objectives.

  • Rinvelt & David helps connect the dots between financial planning, tax strategy, estate planning, investment decisions, and risk management. When appropriate, the team coordinates with CPAs, attorneys, and other professionals so clients can receive more organized guidance and avoid making important decisions in separate silos.

  • Rinvelt & David is a Bluespring Wealth Partner and is affiliated with Bluespring Wealth Partners, Kestra Investment Services, and Kestra Advisory Services through common ownership by Kestra Holdings. This relationship gives our team access to broader resources, technology, investment platforms, operational support, and industry infrastructure while allowing Rinvelt & David to keep its boutique, high-touch planning relationship with clients.

Navigate Every Season Of Life With Confidence


OUR CLIENTS

Do The Math For All Life's Questions


EXPLORE THE PROCESS

Start Thinking About Life & Finances Together

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