“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.”
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