Grand Wealth Management Celebrates 15 Years … and Counting

January 3, 2020


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Happy birthday to us! In November 2019, Grand Wealth Management celebrated our 15th anniversary with clients and colleagues at our new Bridgewater office space. This space reflects the distinct vision Jeff Williams had for GWM when he founded it in 2004. He began with 12 client relationships and roughly $27 million of assets under management. As of October 31, 2019, we manage about $375 million for a range of financially responsible families, institutions, and company retirement plans.Our founding vision has not only shaped our new office space, it remains the driving force behind our passion for the work we do. We come together as a team, to manage the details of each of our clients’ financial lives in the context of their greater wealth goals.

This has been the fuel behind our 15 years of prudent growth. We look forward to many more years of serving our clients in a caring, fiduciary relationship. Thank you for your continued support!