Results for "Janelle Anderson" (10) results found

Janelle Anderson’s Employee Retention Tips on WZZM-13

In Grand Rapids and across the country, companies have been shoring up efforts to retain valued employees amidst widespread job burnout. In “Rethinking the 9 to 5,” WZZM-13 reporter Valerie Lego spoke with our Operations Manager and Chief Compliance Officer Janelle Anderson. Janelle described employee retention efforts long in place at Grand Wealth, as well as more recent changes we’ve implemented to maintain our team focus while working from home.

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Jeff Williams MiBiz Feature: Succession Planning

Even as Grand Wealth offers succession planning and related wealth management advice to Michigan business owners, we’ve also modeled that same advice into our own practice. Grand Wealth founder and managing principal Jeff Williams, CFP®, CIMA®, AIF® CPA/PFS, was featured recently in a September 12th MiBiz column, sharing our firm’s not-so-secret strategies for succession planning success. His key advice? Start planning early for your company’s future.

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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 Celebrates 15 Years … and Counting

Happy birthday to us! In November 2019, Grand Wealth Management celebrated our 15th anniversary with clients and colleagues at our new Bridgewater office space. This space reflects the distinct vision Jeff Williams had for GWM when he founded it in

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Celebrating Grand Wealth Management’s New Bridgewater Place Office Space

You may not associate windows, walls, and phone systems with a cause for celebration. However, after outgrowing our prior suite, Grand Wealth Management is delighted to settle into our new office space at Bridgewater Place. The Grand Rapids Business Journal

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Grand Rapids Business Journal: Ellie Winter Offers Tax-Efficient Charitable Giving Advice

The GRBJ reached out to Ellie Winter, CFP® in October to discuss how the new 2017 tax law impacts taxpayers’ charitable giving strategies. Ellie, along with Shaun Shira of the Grand Rapids Community Foundation, offers ideas on how to continue giving tax-efficiently to your charities of choice.

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Grand Wealth Management News: Ellie’s Retirement!

Last spring, Ellie Winter reached a difficult, but important decision: Effective December 31, 2018, she will retire from Grand Wealth, to begin a new phase in her life. While we’ll sorely miss Ellie’s good company, we’re confident our business is ready for the change, thanks to the infrastructure we’ve built over the years.

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Welcome, Client Service Administrator Angela Ejsmont

Angela Ejsmont is someone who enjoys being that team member everyone counts on to “get things done.” Fortunately, that’s just what we were seeking for our team when we asked Angela to join Grand Wealth in August.

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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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