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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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

Thought Leadership

  • Congrats to the Award Winner: “Rethinking Dementia”
    As a founding sponsor of Rethinking Dementia: Accelerating Change,” Grand Wealth couldn’t be more proud of the group’s recognition as WOOD TV8’s 2018 “Connecting with Community” award winner.
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  • In Good “Corp!” Company
    While our steadfast focus is on serving clients' highest financial interests, we were honored to be included in Corp! Magazine's 2018 Economic Bright Spots as a firm dedicated to "thrive with economic growth, expansion and hiring Michigan's brightest talent."
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  • Welcome Back, Janelle Anderson
    There comes a time in any thriving business when a dedicated office manager becomes an essential ingredient for future growth. Fortunately, when that day arrived here at Grand Wealth Management, we did not have to search very far to find a perfict fit for the role.
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  • A Focus on Fixed Income
    It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve (the Fed) had lowered the target federal funds rate to near-zero and embarked on an aggressive quantitative easing campaign, hoping to resuscitate the economy with a big booster shot of lending, borrowing and spending dollars.
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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.”

— Ellie Winter

Grand Wealth Management