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Login to view your Fidelity account(s) and access your electronic documents and statements.
Login to view your Charles Schwab account(s) and access your electronic documents and statements.
Grand Wealth Management, LLC is an SEC Registered Investment Advisor located in Grand Rapids, Michigan. Grand Wealth Management and its representatives are in compliance with the current and/or notice filing requirements imposed upon SEC Registered Investment Advisors by those states in which Grand Wealth Management maintains clients. Grand Wealth Management may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements.
Grand Wealth Management’s website is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Grand Wealth Management does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Grand Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of Grand Wealth Management, please contact the SEC or state securities law administrators for those states in which Grand Wealth Management maintains a notice filing. A copy of Grand Wealth Management’s current written disclosure statement discussing Grand Wealth Management’s business operations, services, and fees is available from Grand Wealth Management upon written request.
Grand Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Grand Wealth Management’s website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
The information in this website is based on data gathered from what Grand Wealth Management believes are reliable sources. It is not guaranteed as to the accuracy, and does not purport to by complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.
All references to investment performance are based on historical data and should not be interpreted to state or imply that past results are an indication of future performance.
CERTIFIED FINANCIAL PLANNER™ (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.
The Certified Public Accountant (CPA) is the statutory title of qualified public accountants in the US who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements. Certification is administered by each state.
The Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments and Wealth Institute demonstrates certification in portfolio construction, focusing on asset allocation, due diligence, risk measurement, investment policy, and performance measurement. Candidates for the program must complete an executive education program through an approved education provider, and successfully complete the certification exam. CIMA designees are required to complete 40 hours of continuing education every two years.
The Accredited Investment Fiduciary® (AIF®) designation is granted by fi360, formerly known as the Center for Fiduciary Studies. Those who earn the AIF® mark, successfully complete a specialized program on investment fiduciary standards of care, pass a comprehensive examination and attest to a Code of Ethics.
