Grand Wealth Management Email Format

Investment ManagementMichigan, United States11-50 Employees

Grand Wealth Management is an independent, fee-only firm operating in the investment management sector, offering integrated investment management and financial planning services to a select group of personal and institutional clients. Its approach centers on understanding each client’s unique goals, concerns, and opportunities, and aligning advice with asset allocation, broad diversification, and disciplined, structured investment principles. The firm emphasizes collaboration with other high-quality financial professionals to tailor guidance to client needs, and it presents itself as grounded in an academic framework for investment management. Based in Grand Rapids, Michigan, the company provides services through a local footprint while maintaining registration as an investment adviser with the U.S. Securities and Exchange Commission. A recent development noted in public sources indicates the firm expanded its asset holdings with a stake in Yield10 Bioscience in early 2023.

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