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Delivered to your inbox, Financial Insights is our free electronic newsletter providing timely articles on investing and financial planning. In the Third Quarter 2010 edition, we discuss the reasons why refinancing your mortgage might make sense. We also explore the condition known as "asset drift" and why rebalancing is essential to preserve the structural integrity of your investment portfolio. sign up here >

About Us

Grand Wealth Management is an independent financial planning and investment management firm that serves high net-worth individuals and families. We are committed to developing long-term relationships built on service and trust.

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Recent Research

Our latest research publication The Informed Investor: Making Smart Investing Decisions in Today's Volatile Market is available for download from our Download Center.
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How We Work

We use a proprietary approach to gain a thorough understanding of our clients' values and goals. Our Grand Wealth Management ProcessTM helps us to design and implement the best possible plan for meeting those goals.

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Grand Wealth Management, LLC
200 Ottawa Avenue NW, Suite 401  |  Grand Rapids, MI 49503
Phone 616.451.4228  |  Fax 616.451.4229  |  Toll Free 877.451.4228

                                
 

 

 


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