GRAND RIVER WEALTH
Grand River Wealth
Trust. The core of the financial services industry. We understand that you are not only seeking industry expertise, but also an Investment Advisor who takes the time to comprehend your unique needs and can effectively communicate how the markets relate to your circumstances.
Our Team
With over 75 years of combined experience, the Investment Advisors at Grand River Wealth are experienced in the Financial Planning/Advising world and are very familiar with the many financial conditions you are experiencing today. Members of the Grand River Wealth team hold the Certified Financial Planner designation, and they strive to uphold the highest ethical standards.
We believe in giving back to our community. Our Advisors volunteer their time in the arenas and on the fields and various courts of youth sports. You will find them holding positions from coaching to running and managing leagues.
This passion flows through to our commitment to intergenerational planning. We believe that everyone should have a Financial Plan in place. We encourage working with the next generation in your family to establish a plan and savings strategy. We are there for every step of their coming-of-age journey from buying their first car, purchasing their first home, walking down the aisle, career establishment, retirement and eventually estate settlement.
We believe in giving back to our community. Our Advisors volunteer their time in the arenas and on the fields and various courts of youth sports. You will find them holding positions from coaching to running and managing leagues.
This passion flows through to our commitment to intergenerational planning. We believe that everyone should have a Financial Plan in place. We encourage working with the next generation in your family to establish a plan and savings strategy. We are there for every step of their coming-of-age journey from buying their first car, purchasing their first home, walking down the aisle, career establishment, retirement and eventually estate settlement.
What We Do
Our commitment is simple but impactful: establish trust and nurture it through efficient and reliable service! Thank you for considering Grand River Wealth in your financial journey. We look forward to discovering who you are and how we can best support you and your loved ones.
Our Services
Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
