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 management threshold going into 2020, with an average of $2.85 million of assets per client relationship. 2019 brought our team many blessings and we continue to look forward to helping our clients accomplish more for themselves, their family, and community.
- Grand Rapids Magazine Interviews Steve Starnes on Shifting Retirement Expectations
- Anastasia Wiese Featured in MLive, Offering Investment Tips During Inflationary Times
- It’s Never Too Early to Start Planning
- Anastasia Wiese Shares “Wine, Women, and Money” Advice in West Michigan Woman
- Evidence-Based Investing in Brief