616-451-4228 Contact Client Login

Wealth Management Services

Retirement Planning Investment Management Tax Planning Estate Planning Risk Management Education Planning Charitable Planning

Who We Serve Team

How We Work News & Insights

Wealth Management Services

Investment Management Estate Planning Risk Management Education Planning Charitable Planning Tax Planning Retirement Planning

Who We Serve Team

How We Work News & Insights

Login to view your accounts, portfolio details, and GWM portfolio reports.

Client Portal Login

Login to view your Fidelity account(s) and access your electronic documents and statements.

Login to view your Charles Schwab account(s) and access your electronic documents and statements.

Charles Schwab Login

Login to securely upload your documents through Citrix ShareFile.

X

Thank You!

We appreciate you reaching out, and we will be in touch with you soon to discuss your wealth management needs.

Contact

Grand Wealth Management, LLC
Bridgewater Place
333 Bridge Street NW, Suite 800
Grand Rapids, MI 49504

Phone 616-451-4228
Fax 616-451-4229

Get Started

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.

Subscribe to Grand Wealth’s quarterly electronic newsletters to receive news, insights and investment foundations.

Grand Wealth Management, LLC is an SEC Registered Investment Advisor located in Grand Rapids, Michigan.
Disclosure | Form ADV | Privacy Policy | Form CRS

Sign up for our Newsletters

Name

Email

Select mailing list:

News & Insights

Quarterly Investment Foundations

X