Wealth advice that helps inspire confidence

Focused on your needs

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.

Mature couple front yard

Michael Toth

Senior Vice President–Wealth Management

It's the important things - our families, our values, the impact we have on others - that connects us.  And although making sense of it all can be hard, asking the right questions can make things clearer.  So when I talk to you about wealth management, I want to learn about those life questions that are on your mind.  "Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund?  Will my family be ok when I'm gone?" Together, I know we can find the answers.

Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities.  Over the last 25 years, I have put my experience to work for each of my clients, helping them to find the best way forward to pursue the goals that truly matter.

Michael and his team help corporations, private and public retirement plans, foundations and endowments, as well as individual investors, structure and maintain investment programs on an on-going basis.

Licenses
Series 6, 7, 22, 24, 63, 65, 66
Life and Variable Annuities


Personal & Community
Volunteer at Frederick Meijer Garden
Enjoys cooking & entertaining. Hobbies include; skiing, golfing, traveling, biking, swimming, & reading.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • MD
  • MI
  • MN
  • MO
  • NC
  • NV
  • NY
  • OH
  • OR
  • TN
  • TX

  • Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • MBA, Finance, University of Chicago, IL
  • BA, Economics, Kalamazoo College, MI
  • Economics, University of Hull, UK

Credentials

  • Retirement Plan Consultant
  • Chartered Retirement Plans Specialist
333 Bridge Street NW
Suite 1100
Grand Rapids, MI 49504
  • (616) 732-1244

Email Me

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Goals-based planning

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Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

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