Experience

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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Insight

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.

What makes us unique

Latest News & Insights

  • 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.
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  • 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.
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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