Experience

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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Insight

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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Clarity

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.

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Latest News & Insights

  • “West Michigan Woman” Features Anastasia Wiese’s 2020 Financial Insights
    What does 2020 have in store for investors in general, and influential West Michigan women in particular? Anastasia Wiese, JD, CFP® shared her insights in the December 2019 issue of “West Michigan Woman.” Describing potential challenges and opportunities for the year ahead, Anastasia said, “While no one has a crystal ball to help predict the future, understanding where we are now helps to bring comfort on what to expect moving forward.”
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  • Anastasia Wiese Helps Investors Spot Good Advice in a Recent GRBJ Article
    These days, investors deserve a lot more from a financial advisor than simply a set-and-forget investment line-up. But how do you differentiate good advice from a sales pitch in disguise? In her November 30th Grand Rapids Business Journal article, Anastasia Wiese, JD, CFP® offers five qualities to seek in a financial advisor relationship.
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  • Steve Starnes Advises Advisors on Helping Clients With Diminishing Mental Capacity
    Studies have suggested, financial capacity often declines with age, even as confidence in our financial decision-making tends to increase. That’s a dangerous combination, especially if clinical dementia is diagnosed. In a recent Nerd’s Eye View guest post, Steve Starnes, MBA, CFP® describes the role financial advisors can play in protecting and guiding individuals and families as they manage cognitive decline.
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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.”

— Jeff Williams

Managing Principal
Grand Wealth Management