WHO WE ARE
One firm for the whole of your financial life.
Faithful. Forward
What brings you here?
Tell us what brought you here and a partner will write back. Nothing is shared, and nothing is sold.
Planning, investments, tax, estate and business decisions are rarely separate.
We hold them in one conversation, and coordinate the rest.
Most families arrive with an advisor here, an accountant there and an attorney they see once a decade. We hold the whole picture, so the tax consequence of a portfolio decision is understood before it is made, not the following April.
We take on a limited number of families. Compensation is disclosed in plain terms, and conflicts are named where they exist.
Your Family
The people the money is for
Education, care, philanthropy and the conversations between generations that decide how wealth is actually used.
Your Plan
One document,
plain English
Planning, tax, investments and estate tied to the outcomes you named, revisited quarterly and rewritten only when your life changes.
Your Portfolio
Built for after-
tax return
Diversified portfolios matched to your objectives and risk capacity, monitored so drift is caught before it becomes a problem.
Your Firm
Small, and staying that way
A deliberately small practice, so the partner who wrote your plan is the one who answers when you call. Compensation is disclosed and conflicts are named.
We take on a limited number of families each year. That is the whole strategy.
Important Disclosures
Where a service is delivered by an affiliated company or an outside professional, the note says so.
1
Tax services
Tax solutions and tax planning are provided by Ollie Grant Tax Solutions, LLC, an affiliated company under common control. Clients are never required to use an affiliated company.
2
Important Disclosures
Where a service is delivered by an affiliated company or an outside professional, the note says so.
2
Important Disclosures
Where a service is delivered by an affiliated company or an outside professional, the note says so.
Faithful. Forward.
Established August 2024
Indiana · New Jersey ·New York
“Ollie Grant Advisors” is a brand name used by Ollie Grant Private Wealth, LLC and affiliated entities, including: Ollie Grant Private Wealth, LLC, an investment adviser providing investment advisory and family office services; Ollie Grant Venture Management, LLC, which provides management services to affiliated private funds; Ollie Grant Ventures, LLC, a Delaware series limited liability company through which affiliated private fund interests are offered; Ollie Grant Acquisitions, LLC; Ollie Grant Insurance, an insurance agency; Ollie Grant Tax Solutions, LLC, a tax services and accounting firm; Ollie Grant Technologies; and Belite Capital LLC, a financial compliance consulting and fund administration firm. Belite Capital LLC is led by a former FINRA Principal Examiner and serves as fund administrator to the affiliated private funds. Registration as an investment adviser does not imply any certain level of skill or training. Advisory services are offered only in jurisdictions where Ollie Grant Private Wealth, LLC is registered or exempt from registration.
All investing involves risk, including the possible loss of principal. Diversification, asset allocation and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Nothing on this website constitutes an offer to sell or a solicitation of an offer to buy any security. Ollie Grant Private Wealth, LLC and its related persons receive insurance commissions and performance-based compensation, and compensate certain persons for client referrals, each of which presents a conflict of interest. Additional information is available in Ollie Grant Private Wealth, LLC’s Form ADV Part 2A.