Grand Capital Advisors Joins Savant Wealth Management
The Partnership Adds a Second Michigan Office to Savant’s Footprint
Key Facts at a Glance
- Partner firm: Grand Capital Advisors
- Headquarters: Grand Blanc, MI
- Number of Employees: 4
- Assets under management: $127 million
- Leadership: Ken Duetsch II, CFA®, CFP®, President
ROCKFORD, Ill. (Mar. 5, 2026) – Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has partnered with Grand Capital Advisors, a Michigan-based a fee-only registered investment advisor with $127 million in assets under management (AUM) and an office in Grand Blanc, MI, located just south of Flint in Genessee County. The partnership marks Savant’s third in Michigan. Savant did not disclose the financial terms of the deal, which closed Feb. 28, 2026.
Founded by Ken Duetsch II, CFA®, CFP®, and Steve Schiestel, CFA® in 2019, Grand Capital works primarily with clients who are 50+ and/or within 10 years of retirement. Duetsch, who served as Grand Capital’s president, and Schiestel, who served as the firm’s chief investment officer, will become member-owners in Savant, along with Andreas Shick, CFP®, EA, an investment advisor at Grand Capital. Lori Amos, the firm’s director of operations, becomes a Savant employee.
Duetsch said the partnership provides Grand Capital clients with additional resources, such as trust services and tax planning, to better serve their needs and goals. “We place a great deal of importance on being fiduciary advisors and are committed to providing a high level of personal service to our clients. We have been aware of Savant for many years, and felt this partnership fits on many levels, including investment philosophy, our Midwest values, and a focus on doing what’s best for the client,” he said.
“In addition to expanding Savant’s footprint nationwide, we are also looking to build density in the markets we already serve,” said Brent Brodeski, CFP®, CPA, CFA®, MBA, founder and CEO of Savant Wealth Management. “With a limited number of fee-only RIAs in the area near Grand Blanc, we are excited to partner with Grand Capital and provide comprehensive wealth management services to the Genessee County area and beyond,” Brodeski said.
With the addition of Grand Capital Advisors and Massachusetts-based Heritage Financial this week, Savant now has 51 offices in 21 states, including Grand Blanc and Plymouth in Michigan.
Frequently Asked Questions About the Savant Wealth Management/Grand Capital Advisors Partnership
How does this partnership advance long-term growth plans for both firms?
For Grand Capital Advisors, partnering with Savant enables clients to gain access to a more robust suite of services, such as estate planning, tax planning, and trust services. For Savant, the partnership supports the firm’s M&A strategy of building density in states where Savant already has a presence.
What does this partnership mean for clients of Grand Capital?
For clients of Grand Capital, Savant’s team of specialists and expanded service offerings can help round out the comprehensive wealth management experience they receive today. Savant offers guidance in 10 key planning disciplines, as well as specialists who work with business owners, university professionals, executives who receive equity compensation, and HNW women experiencing divorce.
What shared values brought Savant and Grand Capital together?
The Grand Capital team shares the same values that Savant holds dear, including excellence, integrity, lifelong learning, respect, growth, and servant leadership. In addition, both firms possess a planning-first and client-service mindset, which helps strengthen their partnership.
How does this partnership change Savant’s presence in Michigan?
Savant has had a presence in Michigan since 2021, when it partnered with AMDG Financial and AMDG Business Advisory Services in Plymouth, MI. BDK Financial Services joined Savant in 2024. With the addition of Grand Capital Advisors, Savant’s footprint expands to include a new office in Grand Blanc.
Will advisor/client relationships change because of this partnership?
All clients of Grand Capital Advisors will continue to work with their current advisor but will now have access to other services and specialties offered by Savant.
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients since 1986, with approximately $42.3 billion in assets under management and $1.7 billion in assets under advisement (as of Feb. 28, 2026). As a fiduciary advisor, Savant provides investment management, comprehensive financial planning, retirement plan services, and family office solutions to financially established individuals and institutions.
Savant also offers corporate accounting, tax preparation, payroll, and consulting services through its affiliate, Savant Tax & Consulting, and estate planning document preparation and related legal services through its affiliated law firm, Savant Legal LLP.
Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at savantwealth.com.