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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 2017 edition, we discuss the threats of identity theft and financial scams. We also address market corrections, specifically how an investor can adjust their perspective on market volatility while ensuring their portfolio is positioned to weather a downturn.

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.