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Armor Wealth Strategies

EST. AUM
$14,991,258

CONTACTS
2

CLIENT ACCOUNTS
69

Firm Details

Metro area Grand Rapids
CRD Number 330730
Website armorwealthstrategies.com
Client types

Overview

Armor Wealth Strategies, LLC is a boutique wealth-management and financial-advisory firm headquartered in Grand Rapids, Michigan. The firm was founded and is led by President and CEO Jim Tassoni. Armor positions itself as a holistic advisory practice focused on long-term wealth building, combining growth-oriented investment strategies with dependable income solutions. Its service model emphasizes retirement planning, tax-efficient strategies, asset protection, estate and legacy planning, and personalized financial guidance for individuals, families, and small businesses. The firm differentiates itself through its goal-based planning framework, disciplined portfolio management, and emphasis on client education and long-term financial security.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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