Comprehensive beyond Investments

Using a holistic approach to wealth management, we combine personal financial planning with sound investment management to help you achieve your goals.

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Collaborative and Proactive

We work as a team and serve as your partner in helping you achieve what matters most to you through our proven ongoing and proactive process.

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Professional Experience

Our professionals specialize in helping successful business owners, executives, professionals, and retirees – and their families – make smart decisions about their money.

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Latest News & Insights

  • Steve Starnes GRBJ Commentary: Sustainable Investing
    This summer, Steve Starnes, MBA, CFP® was invited to serve as a guest instructor in an undergraduate business ethics class. He enjoyed the experience, and the questions students asked about sustainable investing. What is it? Can it “work” as an investment strategy? Can environmental, social, and corporate governance (ESG) ratings help make the world a better place? Inspired by his classroom conversation, Steve covered sustainable investing in a recent Grand Rapids Business Journal article.
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  • Anastasia Wiese Describes RMD Put-Backs
    Did you take a Required Minimum Distribution (RMD) from your IRA earlier this year? If so, to help with the financial fall-out from COVID-19, the IRS is allowing you to reverse your 2020 RMD distribution … but you must act by August 31. In a July 28th Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® describes how the RMD “put-back” works, and whether to consider taking advantage of the opportunity.
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  • Anastasia Wiese’s GRBJ Commentary: Understanding Sequence Risk
    In a June 25th Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® described how current uncertainties may expose retirees to “sequence risk,” or the risk of encountering negative investment returns early in retirement. Specifically, the random sequence — or order — in which you earn your returns early in retirement can impact your lasting wealth. How does sequence risk work, and how can you manage it if it happens to you?
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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