Grand Wealth Management was recently listed in Worth's Top RIA Firms 2024! The Leading Advisor program uses a rigorous selection process to identify the best registered investment advisors, including AUM of over $500 million, predominance of high-net-worth clients, and unbiased advice independent from broker-dealers. We are honored to be recognized in this list. -- Disclosure: Grand Wealth Management ("GWM") was selected for inclusion in Worth's 2024 Leading Advisors List, a definitive guide to the nation's top independent Registered Investment Advisor firms. Worth's Leading Advisors List is a way of acknowledging the top organizations who have demonstrated excellence in their field. The 2024 edition of the Leading Advisors List showcases over 275 independent Registered Investment Advisor Firms. Firms were meticulously chosen through a stringent evaluation process that incorporates assets under management, annual growth rates, and average client size to ensure that only the most exceptional advisors are featured. The comprehensive list is featured in the Q2 print edition of Worth magazine and on worth.com. Additionally, the digital list provides enhanced listings that include detailed firm profiles, editorial content, and video interviews. No compensation has been provided by GWM or any affiliates to obtain or use this third-party rating.
Grand Wealth Management
Investment Management
Grand Rapids, Michigan 431 followers
Helping clients achieve more for themselves, their family, and community.
About us
We are an independent, fee-only wealth management firm offering integrated investment management and financial planning services to a select group of personal and institutional clients. We base our advice on a thorough understanding of our clients and their unique needs, concerns, hopes and opportunities. Our education and experience, as well as our association with other best-in-class financial professionals, enable us to match the right advice to our clients' goals. We use an academic approach to investment management founded on asset allocation, broad diversification, discipline and structure. Disclosure: The opinions expressed herein are those of Grand Wealth Management and are subject to change without notice. This material is not financial advice or an offer to sell any product. Grand Wealth Management is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Grand Wealth Management's investment advisory services can be found in its Form ADV Part 2, which is located below.
- Website
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http://www.grandwealth.com
External link for Grand Wealth Management
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Grand Rapids, Michigan
- Type
- Privately Held
- Founded
- 2004
- Specialties
- Financial Planning and Investment Management
Locations
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Primary
Get directions
333 Bridge St NW, Suite 800
Grand Rapids, Michigan 49503, US
Employees at Grand Wealth Management
Updates
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Insightful thoughts from Anastasia Wiese, J.D., CFP® about empowering women to take charge in their financial future.
Empowering Women in Finance 💹 As we continue to make strides in every field, financial independence should be a top priority for every woman. Whether you're just starting out, scaling the heights of your career, or planning for retirement, managing your finances effectively is key. Here are three crucial steps every woman should consider in order to take charge of her financial future: 1. Educate Yourself About Finances: Knowledge is power. Take the time to understand the basics of budgeting, investing, and financial planning. There are many trusted resources available, from books and online courses to financial seminars. Understanding your finances enhances your ability to make informed decisions. 2. Start Investing Early: The power of compounding interest means that the earlier you start investing, the more your money can grow over time. Committing to a consistent savings and investing strategy early can significantly impact your financial future for the better. 3. Set Clear Financial Goals: What are your financial dreams? Buying a home, saving for your children's education, or securing a comfortable retirement? Set clear, achievable goals and create a roadmap to reach them. Regularly review and adjust your plans as needed to stay on track. At Grand Wealth Management, we're dedicated to empowering our clients with the tools and advice needed to achieve their financial aspirations. We can help you plan better to live better through partnering with you in a lifetime of financial decision making. Let's build a prosperous future together! -- Disclosure: Grand Wealth Management ("GWM") is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about GWM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.
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The Grand Wealth Management team brings an evidence-based approach to helping you manage your investments. Learn more about our investment philosophy below.
Our Investment Philosophy - Grand Wealth Management
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Join us in congratulating our own Anastasia Wiese, J.D., CFP® who recently joined the Girl Scouts of Michigan Shore to Shore Board of Directors.
✨ We are honored to extend a warm welcome to the five remarkable new members joining the Girl Scouts of Michigan Shore to Shore Board of Directors! 💚 Lynn Afendoulis 💚 Robin Kleinjans-McKee, CPA 💚 Sara McMurray 💚 Monica D. Taylor, MPH 💚 Anastasia Wiese, J.D., CFP® ✨ These women of distinction share our passion for building girls of courage, confidence, and character who make the world a better place. 🌎 ✨ We are looking forward to collaborating to elevate and amplify the recent growth here at GSMISTS, all in service of the women leaders of tomorrow.🚀 ✨ Let's go, Girl Scouts! #GSMISTS #BoardMembers #WomenEmpoweringWomen #Sisterhood
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Join us in celebrating Ryan Deters first work anniversary at Grand Wealth Management! As a member of our Advisory Team, we took this opportunity to see what was best financial advice Ryan learned growing up and how it shaped him into his career now. GWM: What is the best financial advice you've ever received? RD: I think it was in sixth or seventh grade that we were learning to use Excel in our computer science class. One of the exercises we did to learn how to input and copy formulas was to basically project out the growth of a starting amount of money compounded over time. That was the first time I realized how enormously powerful compound growth is. Every time after that where I’d come across a compounding math problem, or home economics class in high school it would reinforce how beneficial it is to start saving as much as possible as early as possible. It can be hard to save in your twenties, but an extra five or ten years on the front end can make a huge difference in your outcome.
Ryan M. Deters - Associate Financial Advisor
grandwealth.com
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Grand Wealth Management provides the information, clarity and context so that our clients' decisions are well-informed, and their financial concerns are well managed. Learn more about the types of clients we serve.
Wealth Management for Businesses and Families - Who We Serve
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Our top priority is to learn what is important to you and help you make the best use of your available resources. You can learn more about the Grand Wealth Management Process™ and how we work with clients below.
How We Work
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Grand Wealth helps turn your philanthropic efforts into long-term sustainable impacts. Learn more about our charitable planning services below.
Charitable Planning - Grand Wealth Management
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