Grand Wealth Management

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Website
200 Ottawa Ave NW
Grand Rapids, MI 49503
+1 (616) 451-4228
http://www.grandwealth.com

Grand Wealth Management, located in Grand Rapids, MI, specializes in comprehensive wealth management services tailored to individual and business client needs. Their holistic approach encompasses retirement planning, investment management, tax planning, estate planning, risk management, education planning, and charitable planning, all aimed at aligning finances with personal values and goals.

With a focus on building, protecting, and maximizing wealth for business owners and professionals, Grand Wealth Management emphasizes transparent and tax-sensitive financial strategies. Their dedicated team collaborates closely with clients to create strategic wealth plans that support both current needs and future legacy aspirations.

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"I love their personalized approach, their continuity, their insights and advice, and their consistent execution of an agree-upon plan. It is amazing how many times "stick to the plan" has been to..."
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