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.
Inside Track: ‘Everything Balances’
September 23, 2016
Jeff has always enjoyed being responsible with money. Jeff spent the first 18 years of his career with Ernst & Young, where he received tremendous training and managed nearly $500 million. In 2004 he left E&Y to found Grand Wealth Management in order to provide more personal advice for clients. His vision then, and now, is to provide investment management and financial planning with a professional approach. This includes avoiding conflicts of interest and acting as a fiduciary. Jeff enjoys financial responsibility and helping clients navigate the ups and downs in the markets and in their financial lives.Read this article about Jeff Williams in the Grand Rapids Business Journal
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.