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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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Grand Wealth Management Sponsors Annual Charity Golf Classic

Grand Wealth Management was proud to be a sponsor of the 22nd annual Shawn Respert Charity Golf Classic at Egypt Valley Country Club. Our team had a great time golfing and networking with fellow Spartans. Proceeds from this event are used to support scholarships including: football, basketball, medical and other general scholarships. Go Green!

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Anastasia Wiese Shows GRBJ Readers How to Tend to Retirement with a Target-Date Fund

When spring flowers bloom, we discover how our earlier plantings have paid off. Likewise, how you “seed” your financial garden today determines whether you can later harvest rich rewards. In a June 2 Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® described how to use a target-date fund to save for retirement: “It can be nice to have retirement investing on autopilot through payroll deduction and a single self-maintained investment option,” says Anastasia. “However, as with any investment tool, there are things you should consider when choosing to invest in a target-date fund.”

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Steve Starnes Describes Effective Advisor Qualities in GRBJ

What should you look for in an effective financial advisor? In a recent Grand Rapids Business Journal” article, Steve Starnes, MBA, CFP® describes why business and investment management expertise aren’t as interchangeable as most people think. A successful business leader needs to sustain a competitive edge by identifying and reacting to evolving trends. A financial advisor needs to help investors patiently participate in the market’s long-term growth, while managing the risks involved. Each requires its own skill set.

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Anastasia Wiese’s GRBJ Commentary: Pay Off Debt or Invest?

In today’s climate of low interest rate loans, many investors have been asking a variation on the same question: Is “extra,” discretionary cash best used to pay down debt – such as mortgages, auto loans, student loans or credit card balances – or to invest toward retirement? In her February 22 Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® covers how to make good choices either way: “Ultimately, every action you take to advance your overall financial picture should move you closer to a place of decreased anxiety and increased satisfaction with your financial situation.”

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Anastasia Wiese’s Corp! Commentary: Women Finding Work/Life Balance During Pandemic

How are women business owners and professionals who are also raising families achieving work/life balance during the pandemic? Michigan’s Corp! Magazine took a closer look at the question, as new studies suggest women’s professional and financial futures are at higher risk during the pandemic. Who better to speak on the subject than our own Anastasia Wiese? As a wife, mother, financial advisor, and co-owner at Grand Wealth, Anastasia shared tips on how she and her family have “leaned into the vulnerability” to manage it.

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Financial Advisor Magazine’s 2020 RIA Survey and Ranking

Grand Wealth Management is proud to be listed in Financial Advisor magazine’s 2020 RIA Survey and Ranking. Grand Wealth experienced a 24.02% growth in assets under management from 2018 to 2019. We crossed over the $400 million of assets under

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GRBJ Features Steve Starnes on Making Good Financial Choices in Uncertain Times

Even in “normal” times, it’s hard to make good financial choices. With today’s increased uncertainty, the challenge is even greater. In a recent Grand Rapids Business Journal, Steve Starnes, MBA, CFP® describes a process for avoiding expensive money-management mistakes during the heightened medical, economic, and financial unknowns.

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Anastasia Wiese Authors a GRBJ Article Summarizing the CARES Act

There are a lot of provisions rolled into H.R. 748 – otherwise known as the CARES Act. Plus, Congress continues to clarify the many details involved. In an April 20th Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® offered an overview of the Act, and its primary sources of relief aimed at helping individuals and businesses affected by the coronavirus.

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Why “Safe Harbors” Can Be Risky Business

During heightened market turbulence, many investors are tempted to abandon the markets and flee to cash and cash-like “safe harbor” holdings. While it usually makes sense to allocate some of your wealth in this manner, too much “safety” can actually put your wealth at risk. Jeff Williams, CFP®, CPA/CFS explains how.

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