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Our Clients
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Seeking Peace of Mind
Our clients desire peace
of mind concerning their
finances and a long-term relationship with a firm
that can provide objective,
unbiased advice. | We are dedicated to serving high-net-worth individuals and families in the West Michigan area. Our clients include business owners, senior executives, professionals, and retirees with an average portfolio size of over $2 million.
Working with us allows our clients to develop a quality of life that enables them to spend time with their families, focus on their professions, give back to their communities, or pursue other activities that are important to them.
 Some are managing family wealth; some are maintaining their personal wealth; still others have responsibility for managing funds on behalf of others, such as pension and profit sharing plans.
We work with a client as long as we jointly agree that we can add significant value to his or her financial life. To provide maximum impact and a high level of personalized service to each client, we work with a limited number of clients. They have direct access to Jeff Williams, Ellie Bolline, and our external network of financial professionals.
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©2010 Grand Wealth Management, LLC. All rights reserved.
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