How We Help

It’s not just about investment plans; it’s about partnerships. While securing your wealth, we strive to coordinate all aspects of your financial life for today, tomorrow, and for years to come. Backed by the support, technology, and resources of Blue Water Asset Management, we deliver industry-leading access with the personal touch only a boutique firm can provide.

At Jay Greer & Co., clients receive attention in every area of their financial lives. In addition to providing custom investment strategies, we lend our expertise across a spectrum of issues: helping you understand your social security choices, preparing you to meet with attorneys and CPAs, and plan and invest in a way that gives you the opportunity to enjoy the life you want today and in the future.

As your trusted partner, we can also help you with smaller details like organizing important paperwork, selecting the ideal credit card, analyzing quotes for remodeling your kitchen, and even teaching your children the value of compounding and saving money. We are actively involved in the Grand Haven community, and we’re prepared to draw on our relationships for whatever you need, whenever you need it.