Bart Street, CFP® – Street Wealth Management

Bart Street, CFP®, Street Wealth Management is a financial advisor in Greenville, SC. A fiduciary practice, the firm specializes in retirement income planning, investment management, and estate planning for retirees, professionals, and business owners. The firm provides services including 401(k) and IRA rollovers, insurance solutions for life and long-term care, and business retirement plans. While based in Greenville, the firm works virtually with clients across the Southeast and the nation.

The firm is led by Bart Street, a CERTIFIED FINANCIAL PLANNER® professional with over 25 years of experience. An alumnus of Auburn University with a degree in finance and business administration, Bart previously held roles with John Hancock Financial Network and MaxWorth Benefits Group. The advisory approach is built on a commitment to transparency and a fee-based compensation model. The firm’s process involves conducting initial consultations via Zoom or Google Meet, assessing assets, income, and risk tolerance, and implementing personalized strategies that are monitored and adjusted as market conditions and life circumstances evolve.

The office is located on Woods Lake Rd, about a short drive from the Appalachian Council of Governments and less than a mile from the Greenville Downtown Airport.

Street Wealth Management is recognized for its deep expertise and long-standing commitment to the community, including involvement with the YMCA of Greenville Foundation and the Greenville Breakfast Rotary Club. The firm is known for its dedication to the fiduciary standard, ensuring that all recommendations are made with the client's best interests as the primary priority.

With decades of experience, Street Wealth Management provides the strategic guidance necessary for clients to navigate retirement and build lasting legacies in Greenville and beyond.

Services:

• Comprehensive Financial Planning
• Estate & Legacy Planning
• Insurance Solutions
• Investment Management
• Retirement Planning