Topic
Uncategorized

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.

[read more]

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

[read more]