JVL Wealth Strategies
Chad Soukup, CPA, CFP®, serves as a Partner in Wealth Management at JVL Wealth Strategies since January 2019. Prior to this role, Chad was involved in Wealth Management at Plante Moran from June 2006 to January 2019, where services included providing comprehensive financial guidance to high net worth and ultra high net worth individuals and families. Chad began a career as an intern at Plante Moran in early 2006, gaining experience in both tax and assurance service groups. Educationally, Chad holds an MBA with an emphasis in Accounting and Finance from Grand Valley State University (2006-2008) and a BBA in Accounting from the same institution (2002-2006), following secondary education at Chesaning High School (1998-2002).
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JVL Wealth Strategies
JVL Wealth Strategies clarifies the complex to help you confidently make informed financial decisions. Drawing from nearly three decades of time-tested experience, we develop tailored wealth strategies, manage asset growth, and coordinate your team of advisors to proactively ensure financial security for the long term. Our sophisticated and personalized strategies involve everything from financial, tax, and estate planning to risk management, charitable giving, and multi-generational gifting. We are here to walk alongside you and your family in every step of your financial journey. Feel free to give us a call; we’d love to talk to you.