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Holistic Wealth Management services designed with you in mind.

Our wealth management team focuses on the affluent, individuals, families, and businesses. We understand that it takes specialized abilities to unravel the complexities of managing and leveraging assets to their full potential.

Wealth Management Advisors

Scott Higgins

AIF®, CFP®, CPFA® | FINANCIAL ADVISOR

Since 2012 at Rose Street, Scott has been responsible for helping the firm’s individual wealth management clients with income strategies for retirement and consulting with employers with their employee retirement plans. In free time, he enjoys golf, biking, skiing, cooking, and traveling. Fun fact, scott has a hobby of filling growlers with coins!

Jeremy Heavey

AIF® | FINANCIAL ADVISOR

Jeremy is passionate about partnering with individuals and families to identify what is important in their lives and creating a comprehensive financial strategy to help them reach their life goals. This holistic approach allows Jeremy and the wealth management team to ensure the specific needs of the client are front and center as they make investment recommendations and collaboratively design custom-tailored financial plans.

 

Jeremy has a professional track record starting, leading, and managing for-profit and non-profit organizations.  He is a graduate of Taylor University and has completed business programs at both Hong Kong Baptist University & Harvard Business School.  Jeremy is also formally trained and certified in behavioral assessment, conflict management and life coaching.  Jeremy, his wife Kim and their 4 kids reside in Kalamazoo.  They love spending time exploring the outdoors, fixing up their farmhouse, and living life with friends and extended family.  Fun fact:  Jeremy has been playing drums since he was 13 years old and made callbacks for the Blue Man Group. 

Our
Philosophy

Our consultive planning approach takes into account your attitudes, beliefs, and values to develop personalized financial advice that is in your best interest.

Clients seek our experience in these areas

Developing client goals
Managing cash flow
Preserving or increasing wealth
Achieving financial security
Identifying and managing risks
Providing for education needs

Identifying tax considerations
Pursing philanthropic interests
Addressing estate and legacy matters
Preparing for retirement
Managing the financial effect of health considerations

Our engaged
consultive
approach will:

Compare your investment performance

Measure success against financial benchmarks

Continuously monitor financial planning relationship

Our advisors have attained the Accredited Investment Fiduciary, AIF® designation.

The AIF® designation is one of the top financial certifications per U.S. News & World Report.

This certifies that our advisors must adhere to a standard of acting in the best interest of the client.

Are you ready
to get started?

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