Grand Wealth Management was founded with the mission of providing individually tailored financial services to successful families and to cultivate future industry talent. Jeff Williams, CPA/PFS, CFP® founded Grand Wealth after 18 years with Ernst & Young. The time was right to launch a firm that served those whose financial success required a fresh approach to holistic wealth management. Grand Wealth specializes in proving comprehensive and thoughtful wealth management services to a select group of personal and institutional clients.
Grand Wealth began providing customized financial solutions to 12 highly successful families ranging from business owners, corporate executives, and other professionals in 2004. Grand Wealth has remained true to its roots and continues to serve these types of families primarily in West Michigan, but also throughout the U.S. and internationally.
As Grand Wealth grew, so did our team. Ownership expanded in 2017 with Steve Starnes, MBA, CFP® who further broadened our team’s advisory depth with his business knowledge. We continue to build our firm’s expertise by seeking and retaining CFP® advisors with diverse backgrounds ranging from tax, law, business and financial planning.
We are committed to a client-focused approach that starts and ends with a thorough understanding of our clients. Our fee structure is always transparent, fair and aligned with our clients’ best interests. We follow a disciplined and structured approach to all aspects of investment management and financial management. Our purpose as a firm is to help clients accomplish more for themselves, their family and community for generations to come.
As fiduciaries to our clients, we have always strived to provide professional advice in the best interest of clients. It’s what we do.”
— Jeff Williams
Grand Wealth Management