Grant Street Wealth Management, Ltd.

Grant Street Wealth Management, Ltd. is an independent, fee‑only advisory firm that serves families, small businesses, trusts, estates, charitable organizations, and employee benefit plans. The firm offers financial planning, investment consulting, selection and monitoring of third‑party money managers, and pension consulting services.

The firm generally implements advice by recommending and coordinating third‑party managers and turnkey asset management programs rather than directly managing individual client portfolios, and it typically begins engagements with a written financial plan to set objectives and constraints. Its approach relies on model portfolios and established allocation/rebalancing processes, while applying methods such as modern portfolio theory, fundamental and technical analysis to inform manager selection and oversight.

Notably, Grant Street emphasizes pension consulting and plan‑level services—including Investment Policy Statement preparation, performance monitoring, and participant education—which is less common among independent advisers. It explicitly positions itself as a manager‑selector and plan consultant that uses third‑party platforms to execute discretionary management, rather than providing direct portfolio management for retail, non‑high‑net‑worth individual clients.