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Brad Mcgrew

Partner

Waypoint Wealth Counsel

United States, Georgia, Atlanta

About Me

Brad McGrew is a Partner at Waypoint Wealth Counsel with more than 27 years of financial experience. He specializes in working with business owners, preparing for retirement, and corporate executives. He is passionate about developing unique solutions to complex financial planning challenges for his clients. Brad finds his education and experience as a CPA invaluable in the development of wealth management strategies. Prior to starting Waypoint, Brad was a wealth advisor in the Private Wealth Management division of Truist where he worked extensively with business owners, helping them develop financial planning strategies that minimized the tax impact of the sale of their companies. Brad s

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Profile Information

Partner

Waypoint Wealth Counsel

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Atlanta

Georgia

United States

Jul 16, 2024

Work Experience

Waypoint Wealth Counsel

Partner
Jul 2014 - Present
Email: bmcgrew@waypointwc.com

Goepper Burkhardt + McGrew

Partner
Aug 2010 - Jul 2014

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