FIDUCIARY · FEE-BASED · CFP® PROFESSIONAL
Retire with an income plan. Not just a portfolio.
Your retirement income should last as long as you do. A free 30-minute review shows you exactly where your current strategy stands — and how to build one that won't come up short.
Bart Street, CFP® · Greenville, SC · Serving clients nationwide
Fiduciary
Your interests first
Fee-Based
Transparent compensation
25+ Years
Of client experience
SOUND FAMILIAR?
The questions that keep pre-retirees up at night.
You've saved responsibly for decades. But retirement introduces a new category of decisions — most of them irreversible. If any of these resonate, you're in the right place.
“When should I take Social Security — 62, 67, or 70? I can't afford to guess wrong.”
“I have over $1M saved but no idea how to turn that into a reliable paycheck in retirement.”
“My accountant handles taxes. My broker sells products. Nobody is looking at the whole picture.”
“I keep hearing about Roth conversions — but I don't know if the math works for my situation.”
IS THIS BUILT FOR YOU?
We don't work with everyone. Here's who we're built for.
Street Wealth Management is not a generalist firm. We focus on retirement income planning for people who've spent decades building wealth — and now need a clear strategy for turning it into dependable income.
Business Owners
Physicians & Healthcare Professionals
Senior Executives
Near-Retirees (Ages 50–68)
Current Retirees
We typically work with clients who have $500K to $5M+ in investable assets and are within 10 years of — or already in — retirement. If that's you, a 30-minute conversation could be the most valuable meeting you schedule this year.
RETIREMENT PLANNING GUIDE
Not ready to talk? Start with the Roadmap.
The Retirement Income Roadmap breaks down the five decisions that determine whether your retirement money lasts — the same framework we use with clients. Free to download, no obligation.
1
Social Security Timing
2
Withdrawal Sequencing
3
Tax Planning
4
Sequence-of-Returns Risk
5
Guaranteed Income Floor
Claiming Social Security at the right age alone can mean $250,000+ in lifetime income.
WHO YOU'RE WORKING WITH
Bart Street, CFP®
I've spent over 25 years helping retirees, professionals, and business owners navigate the transition from accumulating wealth to living on it confidently.
As a fiduciary, I'm legally and ethically required to put your interests first. Our compensation is transparent and fee-based, so you always know where our advice is coming from.
“
You're our third financial planner in 30 years and the other two helped us, but you are the best. In a world where everyone just complains, I'm making the effort to thank the people who show up and do it well. We feel we're in very good hands.
KATHEY A
SALISBURY, NC
*Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
📈 Investment Management
🏖️ Retirement Planning
💼 401(k) & IRA Rollovers
🏡 Estate & Legacy Planning
🛡️ Insurance Solutions
How it works: Free 30-minute call → We map your full picture → We implement a plan → Ongoing reviews as life changes