The Story Behind Grand Wealth Management

Grand Wealth Management was founded in 2004 by Jeff Williams. Prior to starting the firm, Jeff was a Principal at Ernst & Young in the Personal Financial Planning practice. He was working primarily with clients in West Michigan, Chicago and Milwaukee, overseeing approximately $600 million in assets under management. As his role continued to expand, so did the demands of travel, particularly to Chicago, pulling him further away from the West Michigan community where he and his family were rooted.

His experience helped shape a vision for how he wanted to serve clients in a more focused and intentional way. Rather than move into a broader, more centralized role, Jeff chose to build a firm dedicated to serving clients largely in West Michigan with a high level of focus and care. Grand Wealth Management was created as a independent, fee-only firm with a commitment to putting clients first and helping them plan better so they can live better across every stage of life.

The Vision Behind the Firm

As the firm took shape, Jeff was intentional about the kind of business he wanted to build. His vision was to create an ensemble structure more aligned with a professional services firm rather than a model driven by a sales-focused mindset. He believed this approach would lead to better outcomes for clients through collaboration, shared responsibility, and a consistent, high-quality experience. The focus was always on serving clients well, not on creating a sales-driven culture.

Just as important was building a firm designed to endure. Jeff prioritized broad ownership and a structure that could grow beyond any one individual, including himself. In 2019, the implementation of EOS (Entrepreneurial Operation System) marked a significant step forward in that vision. It brought clarity, accountability and structure to the business. This allowed Jeff to transition from being involved in every decision to empowering a leadership team and focusing on the long-term direction of the firm. This foundation positioned Grand Wealth Management to scale thoughtfully, reduce dependency and continue delivering a high level of service as the firm grows into the future.

Key Milestones in Our Journey
_{AUM = Assets Under Management}‍‍

‍July 2004: Grand Wealth Management is founded by Jeff Williams with 12 clients and $27 million AUM.

January 2012: Grand Wealth grows to five employees

December 2012: Surpasses $100 million AUM with over 55 clients

January 2019: Grand Wealth implements EOS

October 2019: Janelle Anderson joins the ownership group

November 2019: Grand Wealth moves into Bridgewater Place

December 2020: Grand Wealth team grows to ten employees

January 2021: Reaches $500 million AUM with over 155 clients

October 2022: Calvin Wiersma joins ownership group ‍

January 2026: Ryan Deters joins the ownership group

Today, Grand Wealth Management continues to build on Jeff’s original vision of combining a strong team structure and a long-term commitment to the clients we serve. That focus shows up through thoughtful planning, strong relationships and helping clients make confident decisions at every stage in life.


_{Disclosure: The opinions expressed are those of Grand Wealth Management. Grand Wealth Management, LLC 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 and/or Form CRS, which is available upon request.}