Grand Wealth Management

Grand Wealth Management is a Financial Planner in Grand Rapids, MI, located at 333 Bridge St NW # 800. The firm provides holistic wealth management services designed to align personal finances with clients' life goals. Their approach emphasizes a proactive partnership, helping individuals and business owners build, protect, and maximize wealth through transparent and tax-sensitive planning. Services include comprehensive investment management, retirement planning, and business succession strategies tailored for West Michigan business owners. The team assists with tax planning to minimize liability across a client's lifetime, estate planning to ensure proper wealth transfer, and risk management through insurance reviews and portfolio stress testing. They also support education planning for future generations. The firm holds a 5.00 rating based on 4 reviews. Grand Wealth Management operates as an SEC-registered investment adviser, offering ongoing investment management and planning services. The advisors coordinate with clients' existing teams, including attorneys and accountants, to provide a comprehensive solution. Specific planning areas include optimizing asset sources, navigating tax issues, and creating charitable giving strategies. The firm conducts semiannual meetings to review financial progress and adjust plans as life circumstances change. They assist with complex cash flow management for high-income professionals, helping to deploy uneven income sources effectively. Anastasia Weise, an advisor at the firm, was included in Crain’s Grand Rapids Business first 40 Under 40 class for 2023. Grand Wealth Management collaborates with Fidelity and Charles Schwab for account management and uses Egnyte for secure document uploads. Clients can access their accounts, portfolio details, and reports through electronic platforms. The firm helps clients develop strategic wealth plans that show current standing, funding for personal needs, and legacy footprints. They address income event tax planning for events like selling a business or receiving stock rewards, as well as estate tax planning to limit tax consequences of passing wealth. Risk management services involve reviewing home, auto, life, umbrella, and long-term care insurance, as well as analyzing inflation and longevity risks. Education planning includes strategies for funding college costs through accounts like 529 plans. The firm’s recognition in the RIA Edge 100 list and its perfect customer rating reflect its standing as a trusted financial partner in Grand Rapids. Grand Wealth Management combines its SEC-registered advisory credentials with a personalized, tax-focused approach to help Grand Rapids residents secure their financial futures.

The firm sits on Bridge St NW, just a short distance from the Grand River and the Bridge Street Bridge.

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