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

  • 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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  • GRBJ Features Steve Starnes on Making Good Financial Choices in Uncertain Times
    Even in “normal” times, it’s hard to make good financial choices. With today’s increased uncertainty, the challenge is even greater. In a recent Grand Rapids Business Journal, Steve Starnes, MBA, CFP® describes a process for avoiding expensive money-management mistakes during the heightened medical, economic, and financial unknowns.
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  • Anastasia Wiese Authors a GRBJ Article Summarizing the CARES Act
    There are a lot of provisions rolled into H.R. 748 – otherwise known as the CARES Act. Plus, Congress continues to clarify the many details involved. In an April 20th Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® offered an overview of the Act, and its primary sources of relief aimed at helping individuals and businesses affected by the coronavirus.
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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