Skip to Content

  • Client Login
  • 616-451-4228

Client Portal
Login »

Login to view your accounts, portfolio details, and GWM portfolio reports.

Fidelity Login »
Login to view your Fidelity account(s) and access your electronic documents and statements.

TD Ameritrade
Login »

Login to view your TD Ameritrade account(s) and access your electronic documents and statements.

Secure Document Upload »
Click here to securely upload your documents through Citrix ShareFile.

  • Who We Are
    • About Us
    • Our Team
    • Our Clients
    • What Makes Us Unique
  • What We Do
    • Our Services
    • Wealth Management Process
    • Investment Philosophy
  • Contact Us
  • News & Insights

News & Insights

 
  • Who We Are
  • What We Do
  • Contact Us
  • News & Insights

Thought Leadership

By Holeman on November 7th, 2016

  • Grand Rapids Magazine Interviews Steve Starnes on Shifting Retirement Expectations
    “Retirement is changing.” So begins a recent Grand Rapids Magazine Look+Feel column, “A Shift in Retirement.” As retirees are living longer with less access to traditional pension plans, Steve Starnes, MBA, CFP® notes that financial planning plays an even more important role in the ability to retire as we desire. Plus, there’s lifestyle planning. “Not doing anything [in retirement] is hard for a lot of people,” says Steve, “whether they need the money or not.”
    Continue reading »
  • Anastasia Wiese Featured in MLive, Offering Investment Tips During Inflationary Times
    With inflation on the rise, many households are revisiting how to save, invest, and spend their hard-earned money. In a recent MLive article on how to budget for higher prices, Anastasia Wiese, JD, CFP® shared several best practices for sustaining your investment stamina during inflationary times.
    Continue reading »
  • It’s Never Too Early to Start Planning
    Steve Starnes shares in the first podcast episode of This Day & Age, tips, and tools you need to set yourself up for success in the later stages of life. The episode explores why having a plan in place is so important and how to get started.
    Continue reading »

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

« All Articles

  • Who We Are
    ▼
    • About Us
    • Our Team
    • Our Clients
    • What Makes Us Unique
  • What We Do
    ▼
    • Our Services
    • Wealth Management Process
    • Investment Philosophy
  • Contact Us
  • News & Insights
PHONE: 616-451-4228
TOLL-FREE: 877-451-4228

Contact Us

Grand Wealth Management, LLC
Bridgewater Place
333 Bridge Street NW, Suite 800
Grand Rapids, MI 49504

 

Phone 616-451-4228
Fax 616-451-4229

Get Started

Through our wealth management process we look forward to learning what is important to you and introducing you to our professional team.
Contact us to get started.

Click here to subscribe to News & Insights, Grand Wealth Management's quarterly electronic newsletter.

Grand Wealth Management, LLC is an SEC Registered Investment Advisor located in Grand Rapids, Michigan.
Disclosure | Form ADV | Privacy Policy | Form CRS | Credits

Website by

Rocquett Websites

Sign up for our Newsletter