A Time-Tested Investment Approach
Welcome,
LaFleur & Godfrey is a SEC Registered Investment Advisor (RIA) based in Grand Rapids, Michigan. The firm traces its origins to 1987, when James LaFleur and Richard Godfrey began serving individuals and families in the West Michigan area with professional money management services.
While we have grown organically throughout the years, in 2020, L&G acquired the assets of Gimbal Capital Management and in 2021, Investment Counsel, Inc. came on board.
Although both Jim and Rick have since retired, Dan VanTimmeren, John Koczara, and John Dice lead the firm with the same high standard and investment principles set forth 35 years ago.
We invite you to meet the LaFleur & Godfrey team. We believe that you will soon realize why almost $800 million dollars in client assets is entrusted with us. Client centric investing solutions focused on YOU!
How can we help you?
We believe it is a privilege to be your wealth manager. It is a responsibility we do not take lightly. Our dedication to our clients is what sets us apart. We are confident that you will agree.
Get In TouchOne size does not fit all. We believe your portfolio shouldn’t either. We craft your equity portfolio only after a thorough understanding of your unique goals and personal circumstances. As a fiduciary, we put your interests first…Always!
You have worked hard for your money and now you are ready to enjoy your golden years. Our income-producing solutions enable you to get the most out of your nest egg while also giving you the security and peace-of-mind that you deserve.
We believe there is some truth to the saying ‘jack-of-all-trades, master of none’. As such, we have developed an expansive network of local professionals to assist us with coordinated planning solutions.
Our Market Updates
Read or watch our latest insights on the economy and financial markets by our team.
Spring 2024 Commentary Videos
We hope you enjoy the videos and find our comments informative and beneficial. We encourage and welcome your feedback. This video contains general market commentary and information that should not be construed as advice to make any specific investment. For investment advice, please consult with your portfolio manager. Our quarterly market commentary often contains forward-looking statements, predictions and forecasts (“forward-looking statements”) concerning our beliefs and opinions with respect to the future. Forward-looking statements necessarily involve risks and uncertainties, and undue reliance should not be placed on them. There can be no assurance that forward-looking statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. Investing involves the risk of loss, including risk of loss of principal invested, that clients should be prepared to bear.
LaFleur & Godfrey Private Wealth Management welcomes Sahana Madhanagopal, CFA
LaFleur & Godfrey Private Wealth Management welcomes Sahana Madhanagopal, CFA