Customized Around You

Among other things, a sound wealth management plan addresses the matters of tax, insurance, and estate planning. A successful investment portfolio is often the output of a thorough wealth management plan. In addition to a wide variety of public alternative investment vehicles and traditional institutional funds,we have access to some of the most sought-after private real estate managers, private equity, venture capital and real estate managers.

At the same time, our firm remains manageable and privately held to offer you highly customized, competitive, and independent advice.

We work closely with our clients’ accountants and estate attorneys to ensure the integration of all of their financial affairs. Often, the greatest barrier to altering an investment portfolio is the potential tax cost. At Grant Street Wealth Management, we evaluate all portfolio changes on an after-tax basis. We have the technical ability to re-engineer existing portfolios to better reflect an indexed-approach, without realizing all of the embedded, taxable gains. The minimization of tax costs is an essential component of a successful investment plan.