About

“My single greatest accomplishment,” says David Korte, who founded the firm in 2002, “has been the establishment of this boutique family wealth and consulting practice. My partner, Phil Kowatch, and I have been able to establish an independent practice which allows us to work with some of West Michigan’s wealthiest families and top-level corporate executives.”

According to Philip Kowatch who joined the firm in 2008 and became a partner in 2013, “David Korte has always been more than just an accountant to clients. He has also been a trusted advisor. Dave and I share similar skill sets and both of us are grateful for the opportunity not only to run a business, but also to serve our clients over the long term.”

For a complete list of services, please click here.

Our services are very much relationship-focused with a high degree of partner attention. We tailor what we do exclusively to our clients’ needs.
— David Korte