Grant Street Wealth Management

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Financial planner in Columbus, OH (show on map)

Independent Fiduciary Wealth Management for Individuals, Businesses, and Non-Profits.

About

Grant Street Wealth Management provides independent, non-biased, and industry-knowledgeable financial advice with objective recommendations for clients' plans. The firm offers a suite of capabilities and goals-based solutions to grow wealth and plan for clients and their families, supported by strategic alliances and outsourced administration for exceptional, focused, and customized counsel.

Independence and private ownership enhancing unbiased advice

Depth of expertise among personnel

Strategic alliances for family office-like services

Commitment to client-focused fiduciary responsibility

Fee-only practice avoiding conflicts of interest

Services

Customized Financial Planning

Creating a personalized financial plan that balances maximizing standard of living with sustainable retirement resources, addressing debt, credit, interest rates, and other financial concerns.

Strategy development Debt management Credit education Interest rate comparisons Loan consolidation Time value of money analysis Tax planning

Wealth Management

Tailored investment portfolio management with a focus on tax-efficient strategies and after-tax portfolio re-engineering.

Tax-efficient distribution strategy Indexed approach re-engineering After-tax portfolio evaluation Integration with accountants and estate attorneys

Estate & Private Trusts

Comprehensive estate planning services including wills, trusts, powers of attorney, and beneficiary designations, coordinated with SEI Private Trust Company.

Testamentary plan review Estate and gift tax minimization Beneficiary designation support Executor, trustee, and guardian selection Regulatory education on estate and gift tax laws Partnering with SEI Private Trust Company for administration and fiduciary services