Grand Wealth Named RIA Intel Award Finalist

May 24, 2023


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At Grand Wealth, we focus on helping our clients accomplish more for themselves, their family and their community. But in today’s challenging business world, we’ve also worked hard to build a solid and innovative practice for supporting our core mission. Imagine our delight in being named a finalist in this year’s national RIA Intel Awards.

Our recognition came in the category of influential RIA of the Year firms managing less than $1 billion in assets. Our town can take particular pride in being well represented in this nationwide competition, as both Grand Wealth and our downtown Grand Rapids colleagues at Fiduciary Financial Advisors were named finalists for this same award.  

Congratulations to us both… and more importantly, to individuals and families seeking investment advisory services in and around Grand Rapids and beyond.

The opinions expressed herein are those of Grand Wealth Management and are subject to change without notice. This material is not financial advice or an offer to sell any product. Grand Wealth Management is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Grand Wealth Management's investment advisory services can be found in its Form ADV Part 2, which is available upon request.

RIA Intel recognizes Registered Investment Advisers with less than $1 Billion in Assets under Management from the polling period of January 23, 2023, to March 3, 2023. Grand Wealth Management was named a finalist on March 10, 2023, and the winner will be announced on June 7, 2023. RIA Intel was not compensated for providing Grand Wealth Management for the nomination nor will any fees be solicited or accepted in exchange for consideration as a finalist or winner.