Login to view your accounts, portfolio details, and GWM portfolio reports.
Login to view your Fidelity account(s) and access your electronic documents and statements.
Login to view your TD Ameritrade account(s) and access your electronic documents and statements.
Login to securely upload your documents through Citrix ShareFile.
Advisor Innovation and Client Dementia
September 23, 2016
Dementia presents a significant risk for clients. Medical research confirms that difficulty with personal finances is one of the first challenges people have in the early stages of dementia. This means a person can make really expensive mistakes before anyone notices there is a problem. It also means a financial advisor may notice a problem before others do. In this article, Steve provides innovative best practices for advisers to help and protect clients including communication tools, procedures, and how to get family members involved in the right way.Read the full Financial Advisor Magazine article »
Grand Wealth Management, LLC
333 Bridge Street NW, Suite 800
Grand Rapids, MI 49504
Through our wealth management process we look forward to learning what is important to you and introducing you to our professional team. Contact us to get started.