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 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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