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Mark R

CFP®

Grand Rapids, MI

Grand Wealth Management, LLC

Mark Rougas is a CFP® with four years of industry experience, currently serving as a financial advisor at Grand Wealth Management, LLC. His prior roles include positions at Brookstone Capital Management and Huntington National Bank. Outside his advisory work, he operates Planscape LLC, a consulting business focused on financial data management and report preparation for Campbell Wealth Advisors LLC. Grand Wealth Management offers fee-only wealth management, portfolio management, and financial planning services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm employs a systematic investment approach based on Modern Portfolio Theory, emphasizing globally diversified, low-cost mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Retired
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Emma F

Series 65

Grand Rapids, MI

Grand Wealth Management, LLC

Emma Fabiano is a financial advisor at Grand Wealth Management, LLC in Grand Rapids, MI, holding a Series 65 credential. She has been in the industry since 2024 and has previous experience with Stifel Nicolaus and Huntington National Bank. Outside of finance, she owns and operates Emma With a Camera LLC, a photography business. Grand Wealth Management provides fee-only wealth management, portfolio management, and financial planning services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm follows a systematic investment process grounded in Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Retired
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Cameron C

Grand Rapids, MI

Grand Wealth Management, LLC

Cameron Clemens is a financial advisor with Grand Wealth Management, LLC in Grand Rapids, MI, with one year of industry experience. His prior roles include positions at Northern Trust and Morgan Stanley, as well as experience in valuation and consulting. Grand Wealth Management provides fee-only wealth management and financial planning services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm employs a systematic approach grounded in Modern Portfolio Theory, emphasizing globally diversified, low-cost mutual funds and ETFs, and serves a high-net-worth and institutional client base.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Retired
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Douglas J

Series 65

Grand Rapids, MI

Grand Wealth Management, LLC

Douglas Johnson is a financial advisor with Grand Wealth Management, LLC in Grand Rapids, MI. He holds a Series 65 designation and has 12 years of industry experience. Johnson has been with Grand Wealth Management since 2012. Grand Wealth Management provides fee-only wealth management and advisory services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm uses a systematic, written wealth management process focused on globally diversified, low-cost mutual funds and ETFs, serving primarily high-net-worth and institutional clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Retired
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Ryan D

CFP®, Series 65

Grand Rapids, MI

Grand Wealth Management, LLC

Ryan Deters is a CFP® with five years of industry experience, currently serving at Grand Wealth Management, LLC. He previously worked at Fiduciary Financial Advisors and spent over a decade at Steelcase. Outside of his advisory role, Ryan serves as Vice President and Director on the board of the South Haven Vacation Rental Alliance. Grand Wealth Management provides fee-only wealth management, financial planning, and institutional investment management services to individuals, families, foundations, and employer-sponsored plans. The firm uses a systematic process based on Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Retired
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Jeffrey W

CFP®, PFS™, Series 65

Grand Rapids, MI

Grand Wealth Management, LLC

Jeffrey Williams is a CFP® and PFS™ credentialed advisor with 18 years of experience. He has been with Grand Wealth Management, LLC since 2004, serving as part of a seven-advisor team based in Grand Rapids, MI. Grand Wealth Management provides fee-only wealth management, portfolio management, financial planning, and institutional investment management services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm employs a systematic wealth management process grounded in Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Retired
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Calvin W

CFP®, Series 66

Grand Rapids, MI

Grand Wealth Management, LLC

Calvin Wiersma is a CFP® with seven years of industry experience, currently serving as an advisor at Grand Wealth Management, LLC in Grand Rapids, MI. His prior roles include positions at Fifth Third Securities and Fifth Third Bank. Grand Wealth Management provides fee-only wealth management, portfolio management, financial planning, institutional investment management, and retirement plan advisory services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm follows a systematic, written wealth management process based on Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Retired
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