Anastasia Wiese

Anastasia Wiese

Anastasia Wiese, J.D., C.F.P., is a financial advisor with Grand Wealth Management in Grand Rapids, an independent firm that provides financial planning and investment management services with a fiduciary level of care. Wiese previously owned and managed her own independent advisory firm, and she focuses her practice on retirement planning for professionals and executives, as well as business retirement plan management services. She serves on the Spectrum Health Community Council and is a member of the Grand Rapids Bar Association, State Bar of Michigan and Junior League of Grand Rapids. Contact Anastasia at 616.419.5025 or anastasia at grandwealth dot com.

ARTICLES

How asset location is important to portfolio growth

August 31, 2019
You likely have heard the saying that the three most important factors in real estate are location, location and location. In wealth management, location is a similarly important factor. Read More

Does the inverted yield curve signal an economic recession?

April 30, 2019
You might have heard that on March 22, the yield on the U.S. 10-year Treasury note dipped below the yield on the three-month Treasury bill. This trend is called an inverted yield curve, the first since mid 2007, and it has left many investors wondering if it signals that the U.S. economy is slowing down and a recession is imminent. Read More

The Roth 401(k) option

January 31, 2019
The complexities of saving for retirement continue to transform. Of course, there are many investment strategies to consider when developing your retirement savings plan. The two primary avenues for tax-favored retirement savings are government-sponsored programs and employer-sponsored programs. Read More