# Grand Wealth Management

Grand Wealth Management is a Bank / Wealth / Trust based in Grand Rapids, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Grand Rapids, United States
- **Region:** North America
- **Address:** Bridgewater Place, 333 Bridge Street NW, Suite 800, Grand Rapids, MI 49504, United States
- **Founded:** 2004
- **Assets under management:** >=$500M (Altss estimate)
- **Website:** grandwealth.com

## Regulatory record

- **CRD number:** 132137
- **SEC file number:** 801-63306
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132137

## About

Grand Wealth Management was founded in 2004 in Grand Rapids, Michigan, by Managing Principal and Senior Financial Advisor Jeffrey S. Williams along with fellow leaders Calvin D. Wiersma and Janelle N. Anderson. The firm built its practice around Western Michigan business owners, dedicated professionals with complex compensation packages, and families intent on creating multigenerational legacies. It remains headquartered at Bridgewater Place in downtown Grand Rapids. Grand Wealth pursues a comprehensive wealth-management mandate that spans investment advisory, financial planning, tax-sensitive portfolio construction, and business-succession consulting. Client assets are managed on a fiduciary RIA platform, with a minimum $500 million in regulatory assets qualifying the firm for WealthManagement.com’s RIA Edge 100 list. The service model is built for concentration: business-owner clients engage the firm to align operating-company cash flows with personal retirement and legacy goals, while professionals with stock awards, bonus programs, and pension streams receive coordinated income-and-tax planning. The firm has not disclosed specific portfolio holdings, but its filings confirm it serves individuals, trusts, foundations, and corporate entities across the United States. In March 2023, RIA Intel named Grand Wealth Management a finalist for its sub-$1 billion AUM RIA of the Year award, and Crain’s Grand Rapids Business included advisor Anastasia Weise in its inaugural 40 Under 40 class in 2023. The firm operates with a leadership trio and a broader advisory and operations bench, with no additional offices reported. Its public affiliations and adjacent vehicles are not disclosed beyond its core RIA registration and the community recognitions it has received in West Michigan. Grand Wealth’s structural differentiator is its deliberate depth over breadth: the firm explicitly markets a lifelong partnership model centered on business owners and high-income professionals in a single metropolitan region, rather than chasing national AUM aggregation. That local concentration — reinforced by a succession-planning focus that treats the business exit as the central financial event of a client’s life — gives the firm an intimacy with its client base that national aggregators rarely replicate.

## Sectors

- Wealth Management
- Financial Planning

## People

- Jeffrey S. Williams — Senior Financial Advisor, Managing Principal
- Calvin D. Wiersma — Leadership
- Janelle N. Anderson — Leadership

## Questions

### Who runs investment decisions at Grand Wealth Management?

Managing Principal and Senior Financial Advisor Jeffrey S. Williams leads the firm alongside Calvin D. Wiersma and Janelle N. Anderson, who together form the leadership team. Advisory decisions are supported by a team that includes Cameron J. Clemens, Emma M. Fabiano, Mark A. Rougas, and Ryan M. Deters. The firm operates as a collaborative practice rather than through a single CIO model.

### What is Grand Wealth Management's actual regulatory AUM?

Grand Wealth Management has not publicly disclosed a precise AUM figure. Its inclusion on WealthManagement.com's RIA Edge 100 list requires at least $500 million in managed assets, and its recognition as a finalist in RIA Intel's awards program is for firms with less than $1 billion in AUM. The firm's AUM therefore falls between $500 million and $1 billion.

### How does Grand Wealth Management source its clients?

The firm explicitly targets business owners, high-income professionals, and families in West Michigan who require integrated financial, investment, and succession planning. Its marketing emphasizes in-person partnership at its Grand Rapids headquarters, and its published materials position the firm as a local fiduciary rather than a national brand.

### What is the firm's posture on tax-sensitive investing?

Grand Wealth Management promotes tax sensitivity as a core component of its planning process, particularly for business owners seeking to harmonize personal and enterprise savings and for professionals managing equity compensation. The firm states it attempts to minimize tax liability within the context of each client's goals, though it does not hold itself out as a dedicated tax preparer.

### What succession-planning services does Grand Wealth Management provide to business owners?

The firm advises business-owner clients on aligning their business and personal finances to achieve their pre- and post-retirement lifestyle goals and to structure the eventual business exit. Grand Wealth frames succession planning as a retirement strategy rather than merely a transaction, integrating the exit with broader wealth and legacy planning.

## Related profiles

- [Grandview Partners](https://altss.com/profile/grandview-partners)
- [Granite Financial Partners](https://altss.com/profile/granite-financial-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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