About Grand Wealth Management
Grand Wealth Management was established in 2004 on the belief that wealth is far more than just numbers on a page. It represents individuals, businesses, and families, each with specific needs and goals. After nearly two decades at Ernst & Young, our founder, Jeffrey Williams, decided to create a firm that helped people to reach those goals, while leaving them with time to live their lives.
Today, Grand Wealth Management does just that, serving top businesses and families across the United States and around the world, while remaining true to our roots and clients here in West Michigan. With expertise in the fields of financial management, business operations, tax policy, law, and more, we believe that the strength of our community is measured by the success of our clients. Accordingly, we remain committed to strengthening the financial positions of everyone with whom we work—large or small business, family or individual. We seek to manage our clients’ concerns so that they can spend their time as they like, and so that generations might continue to benefit from their success.
We are unique as wealth advisors for these five key reasons:
An individual approach
We focus our planning and operations to best serve your specific—and unique—financial goals and needs.
Deep professional expertise
Veterans of firms such as Ernst & Young, quoted in the likes of The Wall Street Journal and Forbes, members of the West Michigan Estate Planning Council, Rotary, and so much more: our deeply experienced team has a wealth of specialized knowledge and a trusted professional network that will help to effect your success.
How we define wealth management
To us, wealth management means peace of mind. You earned your lifestyle; we’ll let you live it, managing the day-to-day concerns of your investments while ensuring you’re informed and up-to-date on your success.
We provide clarity
We take the many parts of wealth management—the complicated tax and liability issues, variables in asset selection, funding, restructuring, and more—and translate it into concise, actionable information so that you can make clear, informed decisions.
In both initial planning and ongoing communications, we take the time to listen, to stay on top of changes in your life and goals. If it’s important to you, it’s important to us.
Would you like to know more about how we can help you achieve what matters most?Contact Us