Steve Vanderwey
Founder and Investment Advisor
Steve is one of Cornerstone's founders. He works with West Michigan families on long-range strategy from our Grand Rapids office.
About Steve
Steve helped start Cornerstone in 2008 and works with families at our Grand Rapids office.
He spends most of his time on the long-range questions, like when a family can retire, how their investments fit that timeline, and what they want to leave the next generation.
A few times a year, Steve gives a presentation on investing and money at our Grand Rapids Investor Coaching Series evenings.
What Steve helps with
- Long-range family strategy and retirement timing
- What you want to leave your kids and grandkids
- How we build portfolios from academic research
- Investor Coaching Series talks in Grand Rapids
Background
- Education
- B.A. in Business and Finance, Calvin College
- At Cornerstone
- Co-founded the firm in 2008
- Licensed
- Series 65, 2007
- Talks
- Investor Coaching Series presentations on investing and money, Grand Rapids