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Grand Wealth in the News

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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Getting to Know Stephanie Mushna, CFP®

If you’ve visited our offices lately, you may already have had the pleasure of meeting our new Associate Financial Advisor Stephanie Mushna, CFP®. If not, you’re in for a treat. Today, we are delighted to introduce Stephanie to you electronically. Read on, and please join us in welcoming Stephanie to Grand Wealth Management.

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Congratulations Steve Starnes, Our Newest Principal

We are pleased to announce that Steve Starnes, MBA, CFP® is now a Principal at Grand Wealth Management. In his new role, he becomes a GWM co-owner, along with Ellie Winter and founder Jeff Williams.

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GRBJ Podcast: Steve Talks Money

In the GRBJ Podcast: Steve Talks Money, senior advisor Steve Starnes discusses traits of financially successful people, how to achieve financial goals in 2017, and recommendations for end of life planning.

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Inside Track: From Rocket Scientist to Number Cruncher

This Grand Rapids Business Journal article features senior advisor, Steve Starnes. In the article Steve shares his story of why he chose Grand Wealth and how his grandmother inspired him to help clients with dementia.

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Advisor Innovation and Client Dementia

In this Financial Advisor magazine article, senior advisor Steve Starnes shares innovative best practices for all financial professionals to help and protect clients with dementia.

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Inside Track: ‘Everything Balances’

Numbers capture Jeff Williams’ imagination, but trust is where the real value lies. This article in the Grand Rapids Business Journal (GRBJ) highlights why Jeff founded Grand Wealth and the value to clients of objective advice.

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