Van Sumeren Wealth Management

Van Sumeren Wealth Management is a wealth management firm in Bay City, MI, located at 3865 Wilder Rd #7b. The firm assists individuals in establishing and achieving financial goals through comprehensive planning and portfolio management. Services include retirement planning, education funding, estate planning, business transition advice, and insurance needs analysis. The team collaborates with clients’ tax and legal advisors to create tailored strategies and monitors plans on an ongoing basis. As an independent firm, they select from a vast array of solutions without proprietary products, emphasizing objectivity and clear communication regarding fees and options.

Founder and Wealth Advisor Patrick Van Sumeren, AIF®, has provided advice and guidance since 1991. He is a lifelong resident of the Bay City area and resides in Essexville with his wife Michelle and their three sons. Pat is an active member of St Jude Thaddeus parish in Essexville, serving on the finance committee, and has volunteered with Bay Area Catholic Schools. He currently serves as Chair of the Board of Trustees for Bay City All Saints Schools and previously served on the board for the endowment fund for Catholic schools in the Diocese of Saginaw. Office Manager and Client Services specialist Kimberly Schulz has been with the firm since 2003. Prior to joining Van Sumeren Wealth Management, she worked in information technology with Dow Corning. Kim is a lifelong resident of the Bay City area, grew up in Essexville, and lives in Bay City with her husband and two daughters. Client Services specialist Tammy Lillo also provides dedicated service to clients, focusing on exceptional client care.

The firm offers expert assistance in financial planning, retirement plans, Social Security analysis, investment portfolio analysis, risk assessment, estate analysis, insurance needs analysis, long-term care planning, college funding, and money management. They manage various investment vehicles including traditional IRAs, Roth IRAs, brokerage accounts, tax-managed portfolios, SEP IRAs, Simple IRAs, 529 plans, and variable annuities. Insurance services cover life insurance, long-term care insurance, and disability income insurance. The office is open Monday through Friday from 9:00 AM to 5:00 PM.

Van Sumeren Wealth Management combines decades of collective experience with a personalized, independent approach to help Bay City residents secure their financial futures.

Van Sumeren Wealth Management sits on Wilder Road in Bay City, MI, just over half a mile from The UPS Store and Bangor South Central School. The office is also located about 0.7 miles from Bay City Town Center and within a mile of North Euclid Avenue.

BizScoreAI awards Van Sumeren Wealth Management a Discoverability score of 75 out of 100. This solid rating ensures that AI crawlers can access and find every page of the website, allowing AI assistants to recommend the business. The firm also holds a Technical score of 74 out of 100. This solid result confirms the website is secure and indexable so search engines can read it without errors.