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

  • Congratulations Steve Starnes, Our Newest Principal
    We are pleased to announce that Steve Starnes, MBA, CFP® is now a Principal at Grand Wealth Management. In his new role, he becomes a GWM co-owner, along with Ellie Winter and founder Jeff Williams.
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  • Our Thoughts on the Equifax Data Breach
    In the aftermath of the Equifax security breach, we are once again reminded that identity theft and other financial scams pose a significant threat. Approaching your security as an ongoing process rather than a quick fix involves taking steps to protect your personal information from cyberattacks before they happen.
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  • Misperceptions About Market Corrections: Are You Prepared?
    After an extended period of relative calm in the stock market, investors may wonder if we’re due for a correction. Instead of worrying when the next market downturn may or may not occur, we recommend having a portfolio in place today that you can stick with through thick and thin.
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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