Colin Overweg, CFP® Advize Wealth Management
- 455 E Eisenhower Pkwy Suite 300 , Ann Arbor, MI 49505
- (616) 848-6480
- http://www.advizewealth.com
About Colin Overweg, CFP®
My passion is to help people retire on their terms by crafting and executing goal-based financial strategies!
Financial planning is more than just growing large portfolios; which is why I believe that developing deep and meaningful relationships with clients is the key to giving valuable and personable advice.
My firm specializes in retirement planning and investment management for busy professionals from around the country who approaching retirement.
On a personal note – I’m from the small town of Zeeland, located in West-Michigan. I enjoy reading (non-fiction), video blogging (YouTube), golfing (handicap +10), traveling (anywhere warm), and action water sports (waking boarding & surfing).
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The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Retirement Planning
- Social Security
- Wealth Management
Ways Advisor Charges
- Quarterly Fee
- Hourly
- Assets Under Management
Fee Options
- Quarterly Fee: $500+/qtr
- Hourly Fee: $200+/hr
- AUM: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
