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Disclosure
    
Three Years of Grand Wealth Management
 

 
When I started Grand Wealth Management three years ago, I firmly believed that high-net-worth individuals and their families would benefit from integrated financial planning and investment management provided by an independent, fee-only firm. And I knew I could deliver a higher level of personal, value-added service. After 18 years with Ernst & Young, I felt the time was right to launch such a firm.
 
Today, I’m more confident than ever that we’re meeting important needs with Grand Wealth Management. In fact, our clients have told us how much they value our approach to wealth management. While our primary focus is always on serving our existing clients, we’ve also more than doubled both our number of clients and the amount of assets we manage. Much of our growth has been due to referrals from existing clients. 
 
What We’ve Accomplished
 
We’ve accomplished a lot in three short years. One noteworthy milestone came in 2006, when Ellie Winter Bolline joined our team as Vice President. Ellie came to us with 22 years experience in personal finance and previously served with Ernst & Young’s personal financial counseling practice and worked in the banking industry. A fellow Certified Financial Planner™, she’s responsible for client service, financial planning and client education. Ellie is a tremendous asset to our team.
 
We continue to specialize in meeting the needs of individuals and families with $1 million or more to invest. Our mission is to help clients make smart decisions about their money through a prudent approach to wealth management. We’re committed to an academic-based investment approach, with portfolios that are globally diverse, cost-efficient and tax-sensitive. Our experience and credentials, combined with our ability to work as part of a team of advisors, ensure that our clients receive best-in-class service. And because our compensation comes solely from our clients – and not from insurance or investment product sales commissions – we offer objective, personalized advice that puts our clients’ goals first.
 
A Look Ahead
 
While our third anniversary has inspired me to reflect on where we’ve been and where we are, it’s also a good time to look at where we’re going. Without a doubt, our most important objective for the future is to continue providing the highest level of service to our existing clients. We’ve purposely built our firm to serve a manageable number of financially successful individuals and families. At the same time, we intend to keep growing into new service areas, albeit at a measured pace. We recently expanded our institutional investment management service offerings for pension and profit-sharing plan sponsors, independent trustees and other fiduciaries. We also now provide specialized consulting services for business owners, family offices and other stewards of generational wealth.
 
I’d like to thank our clients, our strategic partners, our support staff, and our families for contributing to the ongoing success of Grand Wealth Management. Clearly, what started as a firm belief is here for the long run


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