When it comes to managing your money, ensuring you have a plan in place that’s tailored to fit your needs is critical.
Grand Canyon Wealth Management focuses on fostering relationships with its clients to create a comprehensive and customized plan that encapsulates all aspects of an individual or businesses’ financial life.
Owner Michael Day is a licensed CPA and dually registered financial adviser who has experience as a banker and business owner, giving him a unique, client-focused approach to wealth management that’s grounded in financial literacy and business expertise.
“I’ve been the chief investment officer for financial institutions as well as chief financial officer, so I’ve had many years of experience,” he said. “I’m a certified public accountant and I’ve worked with so many people and businesses to help them through financial changes. This firm is a way to do this in my own community.”
Michael started his wealth management firm to have the opportunity to work with his neighbors and help them pursue their financial goals. As a longtime Mesa resident, whose wife serves as a middle school teacher and whose children have been educated through Mesa Public Schools, he’s passionate about the community and making it a better place.
“As an investment advisor and a financial advisor, you become partners with your clients,” he said. “It’s very likely that your financial advisor is going to know more about you than anyone outside your family and your best friends.”
Grand Canyon Wealth Management specializes in many areas, including estate planning, retirement accounts, executive compensation plans, life insurance, and long-term care planning. Michael encourages his clients to plan ahead and implement financial check-ups into their yearly routines.
He also recommends that anyone interested in wealth management services do their research and utilize FINRA’s BrokerCheck to ensure their advisor is licensed and properly qualified.
Grand Canyon Wealth Management offers fee-based services where Michael is a fiduciary. As an independent advisor, Michael is able to recommend any financial products and services to his clients, and prioritize which work best for their specific needs.
“The most important thing with wealth management is to put a plan together that’s specifically for you,” he said. “Don’t worry about what your friends, your family, or your neighbors are doing because someone is always going to tell you that they bought such and such and made xyz, but they’re never going to tell you about the losses they incurred, so you never want to compare yourself to anybody else.”
Grand Canyon Wealth Management offers all prospective clients a complimentary consultation. To ensure clients’ safety, Michael is currently offering web-based and phone consultations.
Michael J. Day CPA is the founder of Grand Canyon Wealth Management, where he provides financial planning, wealth management, and investment services. For more information, or to schedule a complimentary consultation, visit grandcanyonwealthmanagement.com, call (480) 590-3590, or e-mail Michael.j.day@lpl.com. Securities and advisory services provided through LPL Financial, a registered investment advisor, member FINRA/SIPC. Grand Canyon Wealth Management is not an affiliate company of LPL.