About Our Firm - Clearly Transparency
At Grant Street Wealth Management, we believe our independence and private ownership enhance our ability to provide you with unbiased and objective advice—putting you, the client, at the focus of our business. The depth of expertise among our personnel is one of our competitive advantages. Through our strategic alliances, we are able to provide customized, family office-like services, coordinating around all areas of your finances. We leverage our partners for trust administration, investment research, investment consulting and performance reporting. Between our strategic partners and our outsourced and in-house administration, we can provide exceptional, focused and customized counsel to our clients. We take pride in sitting on the same side of the table as our clients and goals.
We are committed to the communities and clients we serve and take pride in the independence, objectivity and the thoughtful counsel we offer families and institutions that trust us with their net worth. Our desire is to keep perpetual focus on this great legacy for generations two, three, four and beyond. This commitment to remain independent is unwavering, so you can rest assured future generations will have the same independent counsel you receive.
A true partnership does not stop at the recommendation. We work diligently with you on implementing those recommendations and regularly monitoring their performance. Our dedication to providing exceptional service has resulted in enduring client relationships. We are continually working to exceed your expectations.
We do not have any affiliations with banks, investment managers, broker/dealers or administrative service providers. Grant Street has no affiliations or financial arrangements with third parties that might distort our objectivity or present conflicts of interest, nor do we sell mutual funds, insurance or other products. Because we do not receive compensation from other sources, our sole commitment is to serve each client’s best interests. Grant Street has no products, only best-in-class counsel and the most prudent financial advice.