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

  • The Vital Role of Rebalancing
    Properly implemented, rebalancing offers a disciplined, cost-effective approach to buying low and selling high and staying on track toward one's personal financial goals. Learn how we add value by employing rebalancing as part of an evidence-based strategy.
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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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  • Ten Financial Best Practices to Jump-Start Your New Year
    One of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation for rest of the year. Want to get a jump-start on it? Here are 10 financial best practices to energize your wealth management efforts.
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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