Home
Who We Are
What We Do
Our Approach
Research/Resources
Contact Us
Disclosure
 

 
Grand Wealth Management

We're a fee-only wealth management firm working with a select group of personal and institutional clients. The nature of the services we offer is best suited to those clients whose unique needs require the expertise, understanding and common sense advice we provide.

learn more >

 

How We Work

We use a proprietary approach to gain a thorough understanding of our clients' values and goals. Our Grand Wealth Management ProcessTM helps us to design and implement the best possible plan for meeting those goals.

 

Sign Up For Our Newsletter

Delivered to your inbox, Financial Insights is our free electronic newsletter providing timely articles on investing and financial planning
 
In the First Quarter 2017 edition, we discuss how tax-loss harvesting can lower your tax bill without substantially altering or impacting your long-term investment outcomes.
 
 

Recent Research

Our latest research publication The Informed Investor: Making Smart Investing Decisions in Today's Volatile Market is available for download from our Download Center.

 
 
 
 



Grand Wealth Management, LLC
200 Ottawa Avenue NW, Suite 401  |  Grand Rapids, MI 49503
Phone 616.451.4228  |  Fax 616.451.4229  |  Toll Free 877.451.4228


 


©2017 Grand Wealth Management, LLC. All rights reserved.