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.
Recent Articles
- 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