Michael Goetz-Whittaker

I work with individuals at pivotal moments; career transitions, liquidity events, succession planning, or the years leading up to retirement, where the stakes are high and the details matter. After a thorough discovery process, I design a holistic, customized financial strategy aligned with your values, goals, and long‑term vision.

I live in Cascade, Michigan, with my wife, Morgan, our son Perry, and our pets, Lulu and Stevie. I grew up in Petoskey, spending my early years around my dad's auto body shop, learning firsthand that there are many paths to success and wealth. Whether it's mastering a trade, moving from the shop floor to leadership, or building a business for the next generation, every client's journey is different, and that story matters.

My favorite part of this work is listening. Understanding where you've been, what you've built, and what you want your money to accomplish gives purpose to every recommendation.

Outside the office, you'll find me spending time with my family, on the golf course, playing men's league hockey, or coaching varsity lacrosse at Coopersville High School; staying competitive, connected, and part of the community.

If you're navigating complexity and want a thoughtful partner in the process, let's start with a conversation.