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

  • The Importance of Estate Planning
    Estate planning is something everyone needs to consider, no matter your net worth. More than just a will, an estate plan is a comprehensive set of documents and instructions that outlines requested actions for the division of assets, executor identification, and setting up any trusts and charitable donations. As a whole, its purpose is to ensure that one’s financial legacy is intact and ready to be passed on to the next generation.
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  • Grand Wealth Management Sponsors Annual Charity Golf Classic
    Grand Wealth Management was proud to be a sponsor of the 22nd annual Shawn Respert Charity Golf Classic at Egypt Valley Country Club. Our team had a great time golfing and networking with fellow Spartans. Proceeds from this event are used to support scholarships including: football, basketball, medical and other general scholarships. Go Green!
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  • Anastasia Wiese Shows GRBJ Readers How to Tend to Retirement with a Target-Date Fund
    When spring flowers bloom, we discover how our earlier plantings have paid off. Likewise, how you “seed” your financial garden today determines whether you can later harvest rich rewards. In a June 2 Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® described how to use a target-date fund to save for retirement: “It can be nice to have retirement investing on autopilot through payroll deduction and a single self-maintained investment option,” says Anastasia. “However, as with any investment tool, there are things you should consider when choosing to invest in a target-date fund.”
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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