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About Grand Wealth Management
Our Story
Grand Wealth Management was established in 2004 on the belief that wealth is far more than just numbers on a page. It represents individuals, businesses, and families, each with specific needs and goals. After nearly two decades at Ernst & Young, our founder, Jeffrey Williams, decided to create a firm that helped people to reach those goals, while leaving them with time to live their lives.
Today, Grand Wealth Management does just that, serving top businesses and families across the United States and around the world, while remaining true to our roots and clients here in West Michigan. With expertise in the fields of financial management, business operations, tax policy, law, and more, we believe that the strength of our community is measured by the success of our clients. Accordingly, we remain committed to strengthening the financial positions of everyone with whom we work—large or small business, family or individual. We seek to manage our clients’ concerns so that they can spend their time as they like, and so that generations might continue to benefit from their success.
Our Core Values
Get StartedClient Success Comes First
Team Above Self
Excellence is in the Details
Actively Grow Expertise
Encourage Trust, Respect, and Empowerment
Get StartedWe serve over 150 successful families
because we are:
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 effect 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?
Contact Us
“Our clients find a partner in our team as we step in to take care of the details so they can focus on living the life they envision."
Jeff Williams
Senior Financial Advisor, Managing Principal
