Home
Who We Are
About Us
Our Team
Our Service Partners
What We Do
Our Approach
Research/Resources
Contact Us
Disclosure
About Us
 

 

Our Mission — You

We work to help you
achieve financial peace
of mind. We do that with
uncompromising integrity,
personal service, and
earned trust.

We are a fee-only wealth management firm working with a select group of personal and institutional clients. The nature of the services we offer is best suited to those clients whose unique needs require the expertise, understanding and common sense advice we provide.
 

Our clients benefit from our:

 

Clarity

 

We pride ourselves on matching the right advice to our client’s goals. We base our advice on a thorough understanding of our clients and their unique needs, concerns, hopes and opportunities.

 

Insight

 

Our education, experience and association with other best-in-class financial professionals provide our clients with advice based on the most up-to-date information available. We use an academic approach to investment management, founded on asset allocation, discipline and structure.

 

Partnership

 

We view our role as the primary advisor for our personal clients and as a key investment resource for our institutional clients. Our fee-only structure aligns us with our clients’ best interests.
Our professionals specialize in helping business owners, corporate executives, professionals, and retirees—and their families—make smart decisions about their money.


©2014 Grand Wealth Management, LLC. All rights reserved.