1

Discovery &
Philosophy

2

Wealth plan
presentation

3

Signing

Learn about our process →

Are you getting the service and results you need from your advisory team? 

Ask yourself...

• Do I have a customized wealth plan?
• Is my wealth plan on track?
• Does my advisory team communicate with me regularly?

If you’re unsure about any of these questions, it’s time to meet the Porter Zylstra Wealth Management Group.

Porter Zylstra Wealth Management Group

Exceptional service, real results

Our goal is to eliminate financial uncertainty and build trusted partnerships with our clients. Starting from a strong partnership within our team, we create a personalized wealth plan based on your needs and goals, maintain regular scheduled contact to keep you updated, and adjust your plan as needed. And we’re here to answer questions and help keep you on track.