Our professionals specialize in helping business owners, corporate executives, professionals, and retirees—and their families—make smart decisions about their money.

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Using a comprehensive approach to wealth management, we combine personal financial planning with sound investment management to help you achieve your goals.

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We pride ourselves on matching the right advice to what is important to you. We base our advice on a thorough understanding of you and your needs, concerns, hopes and opportunities.

What makes us unique

Thought Leadership

  • Charitable Giving Under New Tax Laws: Understanding the Donor-Advised Fund (DAF)
    No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of their choice. After all, financial incentives aren’t usually your main motivation for giving. We give to support the causes we cherish. We give because we’re grateful for the good fortune we’ve enjoyed. We give because it elevates us too. Good giving feels great – for donor and recipient alike.
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  • Forbes Column: Stephanie Mushna, CFP® Weighs in on Saving for Retirement (at Any Age)
    Having just joined GWM earlier this year, Stephanie Mushna is already helping us reach out nationally to those seeking solid financial planning. In February, she was tapped by Forbes columnist Kate Ashford to comment on helping people save for retirement. Check out this piece; it’s chock full of practical ideas.
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  • Journal of Financial Planning: Steve Starnes Advises Other Advisors on Long-Term Care
    Besides advising individuals and families, Steve Starnes, MBA, CFP® also enjoys collaborating with other financial professionals to help families plan for and fund long-term service and support costs. The Journal of Financial Planning recently published a pair of thought-provoking pieces by Steve Starnes and co-author Tom West. They’re written with the professional advisor community in mind, and we think you’ll find them of interest as well!
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We take care of what matters to you, helping you make the most effective use of your resources to reach your goals.”

— Ellie Winter

Grand Wealth Management