Grand Wealth Management ("GWM") was featured in WealthManagement.com's "RIA Edge 100: Growing Above and Beyond." WealthManagement.com’s RIA Edge 100 list is an attempt to identify firms that are seeing the most success while continuing to provide high-quality, hands-on service to an expanding client base. The RIA Edge 100 list was developed by the Wealth Management IQ team in partnership with ISS MI using data from its Discovery Data Market Pro platform. The list is limited to SEC-registered investment advisors and analyzes their AUM growth over both one and five-year periods, the ratio of employees to clients, the percentage of advisors with the CFP certification, and the average client account size. Qualifying firms were also limited to those that provide financial planning services, have high-net-worth individuals as more than half of their client base and manage at least $500 million in assets. The methodology and weighting were intended to give a clear picture of firm growth as it relates to client service. RIA Edge 100 firms are those with the most impressive growth rates combined with the best client ratios and most CFP certifications. No compensation has been provided by GWM or any affiliates to obtain or use the third-party rating.

The opinions expressed herein are those of Grand Wealth Management and are subject to change without notice. This material is not financial advice or an offer to sell any product. Grand Wealth Management is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Grand Wealth Management's investment advisory services can be found in its Form ADV Part 2, which is available upon request.RIA Intel recognizes Registered Investment Advisers with less than $1 Billion in Assets under Management from the polling period of January 23, 2023, to March 3, 2023. Grand Wealth Management was named a finalist on March 10, 2023, and the winner will be announced on June 7, 2023. RIA Intel was not compensated for providing Grand Wealth Management for the nomination nor will any fees be solicited or accepted in exchange for consideration as a finalist or winner.

Anastasia Weise was included in Crain’s Grand Rapids Business first 40 Under 40 class in West Michigan for 2023. No compensation has been provided by Grand Wealth or any affiliates to obtain or use the third-party rating.

The Class of 2023 Finalists were selected by the LUMINARIES' editorial team. They also have been reviewed by a diverse panel of judges from across the advice industry. A select group of winners will be announced on stage at the LUMINARIES’ third awards dinner and gala — set to take place Nov. 28 at Gotham Hall in New York. For the LUMINARIES entry process, candidates may be nominated in various award categories across the financial services and investment advisory industries. Submitters are eligible to nominate individuals and firms in up to four categories. Each submission must be unique to that particular category to be considered. No compensation has been provided by Grand Wealth or any affiliates to obtain or use the third-party rating.