Team Work
Since starting his career in professional sports Justin Swift's focus on tax and wealth management has paved the way for over 20,000 successful exchanges.
Granite Exchange provides high-touch investment expertise that centers on diversified solutions and a service-led approach. With an in-depth understanding of the intricacies of the tax code, every aspect of our advice from assessment to implementation is tailored to your unique requirements.
We understand that wealth means more than money. Granite focuses on the governance of wealth - helping family businesses succeed, helping clients fulfil ambitions for their philanthropy, and preparing the next generation for inheritance.
Focused Advice
Every one of our clients has a unique story behind their wealth and equally unique plans for their future. We understand that as your wealth accumulates, the need for advice will vary. Focused Advice offers targeted recommendations for a specific area or objective for your wealth – such as investments, retirement planning or protection – or serves as a flexible alternative to comprehensive advice on your entire finances.
Industry Focus
As the leading provider of 1031 exchange solutions in the industry, Granite Exchange has established the most rigorous industry standards in voluntary compliance, transactional transparency, and funds security. Our industry-leading best practices aim to set a higher standard for QI accountability.
With an in-depth understanding of the intricacies of the tax code, every aspect of our advice from assessment to implementation is tailored to your unique requirement
Leadership
"Not all Qualified Intermediaries are created equally. Any non-disqualified person can operate as a QI. Taxpayers should use care in selecting a QI with a good reputation in the industry, experience, nationwide services, and proven financial stability. Granite is committed to making the 1031 tax deferral process streamlined and educational as well as keeping hard-earned tax dollars in your pocket."
Justin Swift CES
Managing Partner & Owner / Granite Exchange Services