Street Wealth Management

Street Wealth Management is a Financial advisor in Greenville, SC. The firm offers comprehensive financial services that include retirement planning, investment management, 401(k) and IRA rollovers, estate and legacy planning, and insurance solutions such as life, disability, and long‑term care coverage. Led by Bart Street, a Certified Financial Planner® with more than 25 years of experience, the practice serves retirees, professionals, business owners, and families seeking a fiduciary‑focused approach. While the office is based in Greenville, the advisor works virtually with clients throughout the Southeast and the nation.

The practice emphasizes trust, transparency, and a fee‑based compensation structure with no hidden fees. Clients begin with a free 30‑minute Zoom or Google Meet consultation, after which their assets, income, risk tolerance, and long‑term goals are assessed. A personalized financial plan is then created, implemented, and regularly monitored to adapt to life changes and market conditions. Bart Street, an Auburn University graduate, began his career at John Hancock Financial Network and later at MaxWorth Benefits Group before founding Street Wealth Management. He is active in the community as a past president of the Greenville Breakfast Rotary Club, a board member of the YMCA of Greenville Foundation, and chair of the endowment committee at Mauldin Methodist Church.

The office is located on Woods Lake Rd, about 0.3 miles from North Pleasantburg Drive and the Passport Health Greenville Travel Clinic, roughly 0.5 miles from the 3’s Greenville Golf & Gril, and within 0.6 miles of both Greenville Downtown Airport and the Appalachian Council of Governments.

By combining a fiduciary, fee‑based model with decades of Certified Financial Planner expertise, Street Wealth Management provides reliable, personalized financial guidance to individuals and families in Greenville and the surrounding region.

Services:

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