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.
Company Details
- Employees
- 11
- Founded
- -
- Address
- 333 Bridge St Nw, Suite 800, Grand Rapids,michigan 49503,united States
- Phone
- 616-451-4228
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- grandwealth.com
- HQ
- Grand Rapids, Michigan
Grand Wealth Management Questions
Grand Wealth Management's helpline number is 616-451-4228
Grand Wealth Management's website is grandwealth.com
Grand Wealth Management's LinkedIn profile is https://www.linkedin.com/company/grand-wealth-management
Grand Wealth Management has
11 employees.
View email and phone details for 11
employees at Grand Wealth Management.
Grand Wealth Management's industry is
Investment Management
Grand Wealth Management's top competitors are
The Bahnsen Group,
Schwab Advisor Services,
Brookstone Capital Management,
Grand Rapids Chamber,
Zhang Financial,
Legacy Trust Gr,
Golden Goose Wealth Planning,
Fiduciary Financial Advisors, An Inc. 5000 Company,
Npf Investment Advisors,
Blackford Capital.
Grand Wealth Management's categories are Investment Management
Grand Wealth Management's founding year is 2004
