Colin Overweg, CFP® Advize Wealth Management

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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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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

States Registered

  • Michigan

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