Grant Street Wealth Management

At Grant Street Wealth Management, we believe that financial success is not just about accumulating wealth, but about achieving your goals and vision for the future. Our firm is built on the principles of trust, experience, stability, and innovation. We are a fee-only practice, with no conflicts of interest, and our sole commitment is to serve each client's best interests.

Our Mission

Our mission is to offer every client a financial investment and planning opportunity that is available without restriction. We strive to provide a comprehensive range of services, access to global investment management opportunities, and extraordinary access to top-tier money managers. We believe that economies of scale can be a powerful tool in achieving our clients' goals, and we utilize this concept to our advantage.

The Difference

So, what sets us apart from other financial management firms? At Grant Street Wealth Management, we are committed to providing our clients with independence, objectivity, and thoughtful counsel. We are not affiliated with banks, investment managers, broker/dealers, or administrative service providers, and we do not sell mutual funds, insurance, or other products. Our sole commitment is to serve each client's best interests.

Our Approach

At Grant Street Wealth Management, we take a holistic approach to financial management. We believe that every client is unique, with their own goals, aspirations, and priorities. We take the time to understand each client's individual circumstances and develop a customized plan that is tailored to their needs.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. Our services include:

Customized Financial Planning: We work with each client to develop a personalized financial plan that aligns with their goals and priorities.

Wealth Management: We provide a comprehensive range of wealth management services, including investment management, estate planning, and private trust services.

Estate and Private Trusts: We offer expert guidance on estate planning, including wills, trusts, and other estate planning tools.

Client Resources: We provide our clients with access to a range of resources, including financial calculators, market news, and investment research.

At Grant Street Wealth Management, we are committed to providing our clients with the best possible service and advice. We believe that financial success is a journey, not a destination, and we are dedicated to helping our clients achieve their goals and vision for the future.