Broker Check

ABOUT US

About Parallel Wealth Advisors

Parallel Wealth Advisors is a comprehensive investment services firm, supporting individuals and businesses in west Michigan in creating custom, coordinated financial plans and wealth management solutions. We are proudly connected to Shelby State Bank and LPL Financial, which allows us to provide full-scale services and professional products while maintaining a community feel. Our team of financial experts work together to manage your assets while making sure they are aligned to your vision for the future. As your partner through the process, we'll strive to keep your future on track.

Why Choose us?

TRUSTED

TRUSTED

Our experienced team and strong ties to Shelby State Bank and LPL Financial mean you can count on us to provide tailored financial guidance, tried-and-true products and high levels of service, close to home. We take our advisory role seriously, so we prioritize honest guidance over a hard-sell – we think you’ll notice the difference. Most importantly, you can depend on us to provide attentive guidance for some of life’s most important decisions.

ALIGNED

ALIGNED

At Parallel Wealth Advisors, you matter. We approach our work together with genuine interest and unwavering dedication to do what's in your best interest. We enjoy knowing you and providing personalized attention every step of the way. And, because you matter more than any number we provide, it’s important that we always deliver on our promises.

With deep roots in local communities, we embrace the essence of small-town camaraderie, doing our part to be caring, involved and supportive to help the community prosper. As a neighbor, we relate to the common values of those living in our region, and we understand how to guide you to pursue your dreams.

STRATEGIC

STRATEGIC

With you and your goals at the center of all we do, our services are personalized, proactive and purposeful. Whether looking to grow your portfolio or planning for retirement and legacy gifts, we build long-term strategies to effectively work toward your customized goals.

Let's Connect. We'll be your partner through the process.