Experience
Our professionals specialize in helping business owners, corporate executives, professionals, and retirees—and their families—make smart decisions about their money.
Insight
Using a comprehensive approach to wealth management, we combine personal financial planning with sound investment management to help you achieve your goals.
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.
Latest News & Insights
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Grand Wealth Management News: Ellie’s Retirement!
Last spring, Ellie Winter reached a difficult, but important decision: Effective December 31, 2018, she will retire from Grand Wealth, to begin a new phase in her life. While we’ll sorely miss Ellie’s good company, we’re confident our business is ready for the change, thanks to the infrastructure we’ve built over the years.Continue reading » -
Congrats to the Award Winner: “Rethinking Dementia”
As a founding sponsor of Rethinking Dementia: Accelerating Change,” Grand Wealth couldn’t be more proud of the group’s recognition as WOOD TV8’s 2018 “Connecting with Community” award winner.Continue reading » -
In Good “Corp!” Company
While our steadfast focus is on serving clients' highest financial interests, we were honored to be included in Corp! Magazine's 2018 Economic Bright Spots as a firm dedicated to "thrive with economic growth, expansion and hiring Michigan's brightest talent."Continue reading »
We take care of what matters to you, helping you make the most effective use of your resources to reach your goals.”
— Ellie Winter
Principal
Grand Wealth Management
