Grand Wealth Management, LLC is an SEC Registered Investment Advisor located in Grand Rapids, Michigan. Grand Wealth Management and its representatives are in compliance with the current and/or notice filing requirements imposed upon SEC Registered Investment Advisors by those states in which Grand Wealth Management maintains clients. Grand Wealth Management may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements.
Grand Wealth Management’s website is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Grand Wealth Management does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Grand Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of Grand Wealth Management, please contact the SEC or state securities law administrators for those states in which Grand Wealth Management maintains a notice filing. A copy of Grand Wealth Management’s current written disclosure statement discussing Grand Wealth Management’s business operations, services, and fees is available from Grand Wealth Management upon written request.
Grand Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Grand Wealth Management’s website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
The information in this website is based on data gathered from what Grand Wealth Management believes are reliable sources. It is not guaranteed as to the accuracy, and does not purport to by complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.
All references to investment performance are based on historical data and should not be interpreted to state or imply that past results are an indication of future performance.
We are committed to protecting your privacy. Our website is a great way to find out more about our services, access informative articles, market information and financial calculators. We will not collect any personal, identifiable information without your knowledge.
Identifiable information can be broken up into two categories, personal and non-personal information.
Our site creates a temporary data file commonly known as a cookie, which allows you to view some of our disclosure information. It may also track the areas of our website that you visit. However, when you close your browser this cookie is automatically deleted from your system. We may collect information regarding the internet provider from which you are connecting to our site, such as AOL or MSN. We may also track the website from which you linked to our site. This information is used statistically and not to identify individuals.
You can visit the site and remain anonymous by not providing any personal information. However, you may choose to share this information by completing applications, online forms or requesting that we contact you. Personal information includes, but is not limited to name, address, phone number, and email address. All forms are located in secured areas of our website.
When using secure areas of this website to provide or access your personal information, the information is encrypted, making it indecipherable to third parties. Your browser will indicate that you are in a secure area by displaying a locked padlock in the bottom of the screen. Internet connections cannot be guaranteed to be 100% secure. We have taken all reasonable measures to protect the information entered and accessed on the website. However, we cannot be liable for unintentional disclosure of information.
Your personal information will not be sold, or shared with unaffiliated third parties unless there is a need to disclose information to process a transaction or when the law requires it. Information collected will be emailed directly to us and will be used to provide you with more value, better service, or process a transaction for you. Other sites linked to this site are not covered under this privacy agreement.
Changes to this policy
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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.