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 Rapids Business Journal Features “Influential Woman” Anastasia Wiese
Financial advisor Anastasia Wiese, JD, CFP® is already a familiar face at GWM, but now she’s also more familiar to the wider community. As part of its ongoing “Influential Women” series, the GRBJ interviewed Anastasia in an April 30th Q&A. Covering insights from wise to whimsical, Anastasia shared interesting tidbits about herself, her family and her career – including how she negotiated for gas money as a teenager.Continue reading » -
Steve Starnes, CFP® Co-authors a September 2018 Cover Story for the Journal of Financial Planning
Even seasoned financial advisors may have questions about how to best assist aging clients, especially if those clients need long-term services and support (LTSS) due to a decline in cognitive or physical health. Our own Steve Starnes, CFP® co-authored a September 2018 cover story on the subject for the Financial Planning Association’s Journal of Financial Planning. Advisors and families alike should find the article of interest.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
