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

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

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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.

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Latest News & Insights

  • Steve Starnes Writes in the GRBJ About What To Expect from the SECURE Act
    After the Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted during a busy 2019 holiday season, investors may have been left wondering how the new law impacts their financial plans. In a January 2020 Grand Rapids Business Journal piece, Steve Starnes, MBA, CFP® covers some of the most significant changes to expect.
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  • “West Michigan Woman” Features Anastasia Wiese’s 2020 Financial Insights
    What does 2020 have in store for investors in general, and influential West Michigan women in particular? Anastasia Wiese, JD, CFP® shared her insights in the December 2019 issue of “West Michigan Woman.” Describing potential challenges and opportunities for the year ahead, Anastasia said, “While no one has a crystal ball to help predict the future, understanding where we are now helps to bring comfort on what to expect moving forward.”
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  • Anastasia Wiese Helps Investors Spot Good Advice in a Recent GRBJ Article
    These days, investors deserve a lot more from a financial advisor than simply a set-and-forget investment line-up. But how do you differentiate good advice from a sales pitch in disguise? In her November 30th Grand Rapids Business Journal article, Anastasia Wiese, JD, CFP® offers five qualities to seek in a financial advisor relationship.
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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