Grand Wealth Management

A strong financial plan isn’t a one-time event—it’s a process. At Grand Wealth Management,?our three-year planning cycle ensures your plan evolves with you. We listen to understand your goals, create a strategy tailored to your needs, and continuously adjust as life changes. It’s a dynamic, ongoing partnership designed to keep you on track, no matter what the future holds. Learn more here: https://lnkd.in/ejj-K3sE

Tariffs seem to be top of mind for many people these days. If you are interested in learning more about their potential economic impact, feel free to join the below webcast provided by one of our trusted partners, Dimensional Fund Advisors.

Money can be an emotional topic, especially in a relationship. In our latest video, Anastasia Wiese, J.D., CFP? shares expert insights on how couples can navigate financial planning together by fostering transparency, understanding, and open communication. She highlights the importance of recognizing different money histories, aligning financial priorities, and striking the right balance between saving for the future and enjoying life today. Watch the full video to learn how to create a financial plan that works for both partners and strengthens your financial future as a team. ?? ??? #financialplanning #finance #financialservices

Successful investing isn’t about chasing trends – it’s about having a clear, disciplined strategy. At Grand Wealth Management, we help clients build long-term investment plans rooted in evidence-based principles, so they can stay focused on their financial goals through all market conditions. Hear more from Calvin Wiersma MST, CFP? as he shares insights on how a strong investment philosophy can provide clarity and confidence for the future. ??? ?? #investing #finance #wealthmanagement #financialplanning

Retirement may feel far off or right around the corner. The best time to start planning is always now. Whether you are just getting started in your career or planning for retirement, a well-crafted strategy can make all the difference. At Grand Wealth Management, we help clients turn their retirement dreams into a clear, achievable plan. https://lnkd.in/eg6v2qTs

At Grand Wealth Management, tax planning isn’t just something we do once a year. It’s a year-round strategy to help you minimize taxes and maximize your wealth. We integrate tax-efficient investing, smart withdrawal strategies, and proactive planning into every financial decision so you can keep more of what you’ve worked hard to earn. Having the right tax strategy can make a big difference. Let’s make sure yours is working for you.?

Too often, investors react to short-term noise – jumping in when markets are climbing and pulling out when they dip. At Grand Wealth Management, we know that disciplined investing, guided by evidence-based strategies, is the key to long-term success. Our investment philosophy is rooted in: ?? A long-term perspective: Market swings are inevitable, but history shows that patient investors are rewarded over time. ?? Diversification: Spreading risk across asset classes reduces volatility and helps protect wealth. ?? Cost efficiency: Keeping expenses low means more of your money stays invested and working for you. ?? Behavioral coaching: Emotional decisions can derail your progress. We help you stay the course.

Millions of Americans have lost track of their old 401(k) accounts. The new Lost and Found database by the Department of Labor, launched under the Secure 2.0 Act, helps locate these forgotten accounts. Tracking down lost 401(k)s may take effort, but consolidating them can simplify your finances and strengthen your retirement strategy.?

Congratulations Calvin Wiersma MST, CFP? for 5 years at Grand Wealth Management! On any given day, you'll find Calvin digging into the details of a client's financial plan, investment management, or tax questions. In his free time, you'll find Calvin at the Fulton Street Market or talking about his latest sailing adventure. Join us in congratulating Calvin on 5 years of success!

As we step into 2025, we’re reminded that every new year brings new opportunities to align your finances with your goals. At Grand Wealth Management, we believe financial clarity is the foundation for achieving your goals, whether it’s growing your business, planning for retirement, or leaving a legacy for the next generation. We're committed to providing the guidance, expertise, and personalized strategies that make your goals achievable.?