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Disclosure
 
Our Service Partners
 

 
When we work with our clients, they benefit from access to our carefully selected network of financial professionals. We leverage this network to provide our clients with an extensive menu of services covering a range of areas, including insurance, tax, and legal matters.

Grand Wealth Management is pleased to be approved to offer investment funds through Dimensional Fund Advisors. Dimensional is one of the largest independently owned investment management firms in the world, working with a roster of institutional clients as well as a select group of independent financial advisors.


Our relationship with Dimensional allows us to bring institutional-class asset management strategies to our clients—a level of service that has generally only been available to large corporations and the wealthiest families.
 
For more information on Dimensional Fund Advisors, visit www.dfaus.com. 
 
Grand Wealth Management generally recommends the services of Fidelity Investments, our preferred custodian. Fidelity offers us, and our clients, access to state-of-the-art custody services, including trade execution, monthly account reporting and annual tax reporting, and shares our commitment to integrity and excellent client service.
 

For more information on Fidelity Investments, visit www.fidelity.com.

 
While we rely on Dimensional for investment management solutions and Fidelity for world-class custody and reporting services, the advice we give our clients is always our own.
 


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