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Thomas J Proos, CPWA

Wealth Advisor

I joined Straight Path Wealth Management in 2020. I am a Certified Private Wealth Advisor (CPWA) which is a holistic multidisciplinary program focusing on the lifecycle of wealth:  accumulation, preservation, and distribution. 

With over 30 years of experience in the financial services industry, I specialize in helping clients coordinate their planning to meet their life goals. I believe that part of the planning process is to help clients understand risk and how to keep behavioral biases in check, which can be just as important as investment returns.

 

I am very passionate about martial arts and strive to live the "martial way." I also am an avid reader and enjoy being outdoors, photography, and spending time with family and friends.  My wife and I live in West Michigan.

Contact Information

(616) 457-5450

7699 Georgetown Center Drive,
Jenison, MI 49428

Thomas J Proos, CPWA
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