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Meet the wealth partner who puts you first.
At Grand Wealth Management, we believe you deserve a financial advisor who gives you more than just periodic financial statements. That’s why our wealth experts work proactively with you to understand your financial goals and develop long-term solutions with your future at the center. Our comprehensive wealth management approach and unique three-year planning cycle ensures your wealth is always aligned to your goals.
Comprehensive Wealth Management
We are unique as wealth advisors for these five key reasons:
An individual approach
No two investors are alike. Each has different circumstances and aspires to different dreams. As financial advisors, we can meet your needs well only when we know you and your unique life situation. We focus our planning and operations to best serve your specific—and unique—financial goals and needs.
Deep professional expertise
Veterans of firms such as Ernst & Young, quoted in the likes of The Wall Street Journal and Forbes, members of the West Michigan Estate Planning Council, Rotary, and so much more: our deeply experienced team has a wealth of specialized knowledge and a trusted professional network that will help to affect your success.
How we define wealth management
To us, wealth management means peace of mind. We are your partner in helping you achieve what is most important to you. You've worked hard for your lifestyle; we’ll let you live it. We manage the day-to-day concerns of your investments, while ensuring you’re informed and up-to-date on your long term financial success.
We provide clarity
We take the many parts of wealth management—the complicated tax and liability issues, variables in asset selection, funding, restructuring, and more—and translate it into concise, actionable information so that you can make clear, informed decisions.
We listen
In both initial planning and ongoing communications, we take the time to listen, to stay on top of changes in your life and goals. If it’s important to you, it’s important to us.
Would you like to know more about how we can help you achieve what matters most?
Schedule a Meeting
“When we welcome new clients, one of our top priorities is to establish a long-term, mutually beneficial relationship.”
Jeff Williams
Senior Financial Advisor, Managing Principal
Schedule A Meeting
Get in touch with us by using the form below or giving us a call at 616-451-4228.
