Business Details
Your Trusted Financial Partner in Holland, MI
Lamberson Knight Wealth Management is an independent registered investment advisory firm dedicated to delivering personalized financial solutions. With over 35 years of combined experience, our team prioritizes client objectives through honest, holistic strategies designed to build, preserve, and manage wealth. As an independent advisor, we avoid conflicts of interest by offering no proprietary products, ensuring recommendations align solely with client needs. Our services span managed portfolios, retirement planning, annuities, and 401k plans, tailored to individual, family, and institutional clients.We emphasize comprehensive financial assessments, strategic planning, and ongoing portfolio monitoring to adapt to evolving market conditions and life goals. Our process begins with in-depth consultations to understand client circumstances, followed by customized strategy development and implementation. Continuous review ensures investments remain aligned with long-term objectives, supported by direct client communication and transparent reporting. Headquartered in Holland, Michigan, we serve clients nationwide with a commitment to integrity, expertise, and client-centric service.
Services
Wealth Management
Portfolio Management
Retirement Planning
401k Plans
Annuities
Cash Balance Plans
CDs & Structured CDs
Life Insurance
IRA Rollovers
Financial Planning
Highlights and features
- We offer over 35 years of experience in independent financial advisory services.
- Our firm operates without proprietary products to eliminate conflicts of interest.
- We provide personalized strategies tailored to individual financial goals and risk profiles.
- Our process includes comprehensive financial assessments and ongoing portfolio monitoring.
- We maintain direct client communication with transparent reporting and market insights.
Services
Wealth Management
We develop customized wealth management strategies combining asset allocation with individual financial goals. Our approach integrates market analysis, risk assessment, and continuous portfolio adjustments to align with evolving client needs. Services include investment selection, performance monitoring, and tax-efficient planning for long-term growth.
Retirement Planning
Our retirement planning services focus on creating sustainable income streams through 401k plans, cash balance plans, and annuities. We analyze current assets, future goals, and tax implications to design strategies that maximize retirement savings while minimizing risk exposure for individuals and businesses.
Portfolio Management
We provide active portfolio management using diversified mutual funds and ETFs tailored to client risk tolerance. Our process includes fund research, performance tracking, and rebalancing to maintain optimal asset allocation. Quarterly reports and market condition adjustments ensure portfolios remain aligned with financial objectives.
Annuities
We offer fixed and indexed annuities from top-rated providers to create guaranteed income streams. Our analysis includes liquidity options, tax deferral benefits, and beneficiary protections. We educate clients on contract terms and market risks to ensure informed decisions about lifetime income solutions.
401k Plans
We assist businesses in designing and implementing 401k plans with fiduciary guidance. Services include provider selection, investment monitoring, and compliance support. Our approach focuses on maximizing employee participation, optimizing investment choices, and ensuring regulatory adherence for small to mid-sized businesses.
People
John Knight
President
John Knight leads Lamberson Knight Wealth Management with 35+ years in portfolio management and financial planning. Formerly President of Lamberson Knight Securities and Morgan Stanley advisor, he specializes in investment strategy and retirement solutions. He holds a BA in Economics from Defiance College and resides in Holland, Michigan.
Questions
What investment strategies do you use for wealth management?
We combine asset allocation with personalized strategies based on your goals, risk tolerance, and market conditions. Our approach includes diversified portfolios of mutual funds, ETFs, and alternative investments with continuous monitoring.
How do you ensure retirement plan compliance for businesses?
We partner with top providers to offer fiduciary guidance, investment monitoring, and annual reviews. Our services ensure 401k plans meet regulatory requirements while optimizing employee retirement outcomes.
What annuity options are available through your firm?
We provide fixed, indexed, and income-for-life annuities from highly rated insurance companies. Each option includes principal guarantees, tax deferral benefits, and liquidity features tailored to individual needs.
How often do you review client portfolios?
We conduct annual reviews and provide quarterly performance reports. Additional adjustments are made as needed based on market changes, client goals, or portfolio performance relative to peer groups.
What areas do you serve for individual clients?
While headquartered in Holland, Michigan, we serve clients nationwide through virtual consultations and personalized financial planning services adapted to regional and national market conditions.
