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.

Explore our services

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.

Learn about our process

Professional Experience

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

Meet our advisors

Latest News & Insights

  • 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.
    Continue reading »
  • Jeff Williams Comments in MiBiz on Business Owners’ Financial and Succession Planning
    Most successful business owners build their company’s financial strength through strategic planning and adept execution. But as Jeff Williams, CFP®, CPA/PFS comments in a recent MiBiz article, far fewer business owners bring these skills to their personal financial planning. When it’s time to implement a business succession plan, “not soon enough” financial planning can interfere with their own and their company’s optimal outcomes.
    Continue reading »
  • Steve Starnes Comments in GRBJ on Avoiding Emotional Investment Decisions
    It may go without saying that investors should avoid placing rash trades in volatile markets. But as Steve Starnes, MBA, CFP® points out in a Grand Rapids Business Journal piece, temptations abound when emotions are high. People working from home may watch their investment accounts and the market mood swings a little too closely, which could lead to ill-advised panic-trading. Steve offers several moves investors can consider taking instead.
    Continue reading »

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