Founded in 2010, Grand Capital Management, LLC is a Wisconsin-based Registered Investment Advisor (RIA). The firm operates on a fee-only basis, emphasizing its commitment to providing objective financial advice without the conflicts of interest associated with commissions. Its core mission is to help clients achieve their financial goals through personalized wealth management, which includes investment management, retirement planning, and estate planning. The company serves high-net-worth individuals, families, trusts, and foundations, focusing on building long-term, custom-tailored financial strategies.

Founded in

United States