Medalist Wealth Management

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๐—ฌ๐—ข๐—จ ๐——๐—˜๐—ฆ๐—˜๐—ฅ๐—ฉ๐—˜ ๐—” ๐—™๐—œ๐—ฅ๐—ฆ๐—ง-๐—ฃ๐—Ÿ๐—”๐—–๐—˜ ๐—ฅ๐—˜๐—ง๐—œ๐—ฅ๐—˜๐— ๐—˜๐—ก๐—ง At Medalist Wealth Management, we believe retirement is a well-deserved reward for your lifetime of diligence. Our goal is to bridge the gap between your dreams for the future and the reality of pursuing them. We're dedicated to helping you transition from the workforce to a thriving retirement with comprehensive, transparent strategies. We want to help you conquer your retirement and live with confidence. Our team has the expertise to build a solid financial plan focusing on: โœ”๏ธ RETIREMENT INCOME STRATEGIES โœ”๏ธ WEALTH PRESERVATION โœ”๏ธ TAX-EFFICIENT STRATEGIES โœ”๏ธ LIFE INSURANCE โœ”๏ธ MEDICARE & HEALTHCARE PLANNING ๐—–๐—ผ๐—ป๐˜๐—ฎ๐—ฐ๐˜ ๐—จ๐˜€! ๐Ÿ“ฒ (844) 633-2547 โœ‰๏ธ info@medalistwealth.com ๐ŸŒ medalistwealth.com DISCLOSURE Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a registered investment adviser. 4670145 - 07/25 Affiliated with IPW since: 07/2025

Company Details

Employees
4
Address
2900 Charlevoix Dr., Se, Suite 220,sweden
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
http://www.medalistwealth.com
Keywords
Retirement Income Planning, Wealth Management, Investment Strategies, Roth Conversions, Life Insurance, Annuities, Medicare, Healthcare Planning, Pension Planning, IRA Rollovers, Long-Term Care Strategies, Tax-Efficient Strategies.
HQ
Grand Rapids , MI
Competitors
First Community Bank - Michigan, MaxMyInterest, Roots Wild, Signal Advisors, SET Environmental, Inc., Nitrogen, Cornerstone Retirement Partners.
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