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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.

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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.

 

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Delivered to your inbox, Financial Insights is our free electronic newsletter providing timely articles on investing and financial planning
 
In the Third Quarter 2016 edition, we share our insight on the recent fiduciary ruling by the Department of Labor. We believe the ruling, which requires anyone providing investment advice on retirement assets to act in a fiduciary capacity, is a step in the right direction. If you’ve ever wondered about the success rate of investment funds, or what happens to the track record of funds that are closed, merged into other funds, or otherwise discontinued, you’ll find our second article on the topic of “survivorship bias” an intriguing read.
 
 

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


 


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