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.

Explore our services

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.

Learn about our process

Professional Experience

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

Meet our advisors

Latest News & Insights

  • What is Regulation Best Interest and How Does It Impact you?
    If you’re not a financial practitioner, you may have missed the news that the Security and Exchange Commission’s (SEC) Regulation Best Interest (Regulation BI) rule took effect on June 30 of this year. The rule doesn’t require anything of investors and is aimed at financial advisors offering investment advice and recommendations, but what is Regulation BI, how does it impact you and can it offer you a fiduciary level of care?
    Continue reading »
  • The Greatest Spectacle in Investing
    In a recent post, Steve Starnes, MBA, CFP® reminisced about watching the Indy 500 as a youth, and how much he enjoyed revisiting its well-established rituals when it aired once again this summer. Likewise, Grand Wealth Management has long offered well-established principles, policies, and processes for our clients to “take for granted,” year after year. In this timely piece, Steve shares three ways our steadfast processes have added value to clients’ best investment practices in a year otherwise fraught with uncertainty.
    Continue reading »
  • Steve Starnes GRBJ Commentary: Sustainable Investing
    This summer, Steve Starnes, MBA, CFP® was invited to serve as a guest instructor in an undergraduate business ethics class. He enjoyed the experience, and the questions students asked about sustainable investing. What is it? Can it “work” as an investment strategy? Can environmental, social, and corporate governance (ESG) ratings help make the world a better place? Inspired by his classroom conversation, Steve covered sustainable investing in a recent Grand Rapids Business Journal article.
    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