The GHM Group - Baird Private Wealth Management

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· As your trusted advisors, The Lakeshore Legacy Group, promises to act in your best interest, educate and empower, be available and responsive, and offer personalized strategies to reflect your unique circumstances.

Ross looks at the bull market’s 4th birthday, job openings on the rise, inflation, and rising yields.
10/16/2026

Ross looks at the bull market’s 4th birthday, job openings on the rise, inflation, and rising yields.

We have a new name: 𝗧𝗵𝗲 𝗟𝗮𝗸𝗲𝘀𝗵𝗼𝗿𝗲 𝗟𝗲𝗴𝗮𝗰𝘆 𝗚𝗿𝗼𝘂𝗽. Choosing it gave us a chance to think about what legacy really means. An...
10/16/2026

We have a new name: 𝗧𝗵𝗲 𝗟𝗮𝗸𝗲𝘀𝗵𝗼𝗿𝗲 𝗟𝗲𝗴𝗮𝗰𝘆 𝗚𝗿𝗼𝘂𝗽.

Choosing it gave us a chance to think about what legacy really means. And to us, it’s much bigger than what gets passed down someday.

It’s the life you’re building now. The people you care about. The opportunities you create. And yes, what you hope to leave for the next generation.

Our name may be changing, but the way we work with people isn’t.

We’re excited for what’s next.

Use these key moves to finish 2026 with purpose and prepare for the year ahead.
10/15/2026

Use these key moves to finish 2026 with purpose and prepare for the year ahead.

Ross looks at new highs, the effect of rising yields, the market’s current “cheapness,” and a couple of historical tidbi...
10/09/2026

Ross looks at new highs, the effect of rising yields, the market’s current “cheapness,” and a couple of historical tidbits.

For decades, the focus was on accumulating. Saving, building, preparing. Retirement flips that dynamic.Suddenly, the goa...
10/03/2026

For decades, the focus was on accumulating. Saving, building, preparing. Retirement flips that dynamic.

Suddenly, the goal is to draw on what you’ve built, coordinate multiple income sources, and balance today’s spending with what’s ahead. Life expectancy data suggests many retirees may spend 20 or more years in this next chapter.

That’s not a footnote. It’s the whole story.

The early years of retirement are worth being intentional about. The routines you establish, the way you approach your time and your finances, tend to set the tone for what follows.

That’s something worth talking about.

Source
OECD Life Expectancy at Age 65, 2026

One of the biggest changes in retirement isn’t financial. It’s social. Work provides structure, sure. But it also provid...
10/02/2026

One of the biggest changes in retirement isn’t financial. It’s social. Work provides structure, sure. But it also provides community. Colleagues, shared goals, and a reason to be somewhere at a specific time.

When that falls away, many retirees find themselves rebuilding their social lives from the ground up. Community groups, volunteer organizations, and new social circles often fill the gaps, but it takes time.

Research shows that more than one-quarter of adults age 65 and older volunteer each year. That’s not a coincidence. For many people, contributing to something larger is part of what makes retirement feel meaningful. If you’re navigating this transition, you’re not alone.

Source
AARP, May 28, 2025

Ross looks at this year’s strong corporate profit growth, Iran, and the historical relative strength of fourth quarters.
10/02/2026

Ross looks at this year’s strong corporate profit growth, Iran, and the historical relative strength of fourth quarters.

The first year of retirement brings a shift that’s bigger than most people expect. Your schedule opens up.Your income so...
10/01/2026

The first year of retirement brings a shift that’s bigger than most people expect. Your schedule opens up.

Your income sources change.

The rhythms you’ve built over decades are replaced by something new and unwritten.

For many retirees, that first year is less a finish line and more a starting point. It’s a chance to experiment with routines, revisit long-postponed interests, and figure out what this next chapter actually looks like for you.

This week, we’re breaking down what that transition often looks like in real terms. Follow along for the full picture.

Meet The GHM Group AdvisorsNow that we've officially welcomed a new team member, Matt Miller we would also like to highl...
09/25/2026

Meet The GHM Group Advisors
Now that we've officially welcomed a new team member, Matt Miller we would also like to highlight the talented group of advisors who work together to serve our clients.

🔹 Barbara Griffin, CIMA®, CPWA®
Barbara brings decades of experience and a passion for helping clients navigate life's financial decisions. She enjoys travel, film, theater, community involvement, and spending time with family and friends.

🔹 Lisa Arrigo Howland, CFP®
For more than 25 years, Lisa has helped clients build retirement and long-term planning strategies with confidence. Outside of work, she enjoys reading, the outdoors, golf, and Mahjong.

🔹 Brad MacLachlan, CFP®, CIMA®
Brad specializes in investment management, retirement income planning, and portfolio strategy. Away from the office, he stays active with his family's activities and serves in the Spring Lake Rotary Club.

🔹 Alexandria Simons, CPA
Alex brings a tax-focused perspective to financial planning, helping clients make informed decisions across all stages of life. She enjoys soccer, independent films, the outdoors, and volunteering in her community.

🔹 Matt Miller, MBA, CTP
Matt joined The GHM Group in 2026 after more than 16 years in corporate treasury and financial leadership roles. His background in corporate finance, risk management, and capital planning adds another layer of expertise to our team's planning process. Outside of work, Matt enjoys golf, travel, exploring the outdoors, trivia, and supporting community organizations.

Together, our team brings a collaborative approach to wealth management, retirement planning, investment strategy, and tax-aware financial planning. By combining diverse backgrounds and perspectives, we're able to help clients make confident financial decisions today and for generations to come.

Learn more about our team: https://lnkd.in/g7u33N9f

Address

333 Bridge Street Northwest, Suite 1000
Grand Rapids, MI
49504

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16162338780

Website

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