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
Brad Mcgrew
Partner
Waypoint Wealth Counsel
United States, Georgia, Atlanta
About Me
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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