We’ve moved! New location: 2533 Spring Arbor Rd, Suite A, Jackson MI 49203

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Office Address:

2533 Spring Arbor Rd
Jackson MI 49203

Phone:

(517) 787-8860

Business Hours:

Monday – Thursday 8:30 AM – 5:00 PM
Friday 8:30 AM – 4:00 PM

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Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC.

&Partners has selected Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. Fidelity Investments is one of the longest-standing private financial services companies in the United States. Fidelity utilizes NFS for the purposes of providing custody and safeguarding client assets.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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Please Join Me in Welcoming Amberlee Smith

I am pleased to announce I have decided to welcome an additional Financial Advisor, Amberlee Smith, to my team for relationship and investment management.

This significant step would not be possible without your trust, support and referrals of family and friends over the last 20 years.

Please know I look forward to continuing my role for many more years and with Amberlee’s assistance I will be able to maintain prompt and personalized advice while my business continues to expand.

Amberlee joined Meridian Wealth Management in April 2024, and I feel confident you will find her focused on exactly the same established priorities for timely and thoughtful ‘client first’ advice I have strived to provide since 2006.

Please give her a warm welcome!

— Karen Barnes, CRPC®

Meet Amberlee

Home
About
Our Practice
The Grace Group
Our Community
Our Process
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Client Login

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How To Connect

Every Decision ShapesYour Financial Journey.

Rapid Response: Back to bAIsics

Should You Trust AI With Your Financial Decisions?

How to Balance Saving for College and Retirement

Every Decision Shapes
Your Financial Journey.