Certified Exchange Specialists

Certified Exchange Specialists

Team Work

Since ending his career in professional sports, Justin Swift’s focus on tax and wealth management has paved the way for over 20,000 successful exchanges. We are Certified Exchange Specialists.

Granite Exchange being certified exchange specialists 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 fulfill 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 – Certified Exchange Specialists

Principle & Owner / Granite Exchange Services

Rob Rettinhouse

Managing Member

1031 Exchanges are one of the greatest tools an investor can use. My goal is to provide cutting-edge advice with unparalleled customer service. 1031 exchanges not only delay taxes but provided families ‘ lasting wealth.

Jacqueline Guzman

Chief Financial Officer

In my 20 years of helping investors execute 1031 exchanges, I’ve learned that trust and transparency are number one. I’m proud to be able to help families protect their wealth.

Frank”The Duke”Turner

Executive Council

I have been involved with 1031 exchanges since the original Starker Family case. Understanding the tax code and making it work for you is key. I’ve been a 1031 advocate since working on the Tax Reform  Act in 1986. The exchange is complicated but a powerful tool.

Betty Langford

Controller

My thirty years of experience have taught me to be diligent and thorough. We take great care in keeping track of client’s timelines and funds. Hands-on service is our goal.

Charles Bishop

Corporate Council

I have a passion to help business owners and investors protect their wealth. My strong background in tax and accounting allows me to give my clients peace of mind. Experience and understanding of the tax code are where we separate from the rest.

Violet McLeode

Legal Compliance

I Love helping clients through difficult times. 1031 exchanges are important parts of trusts and succession plans. Understanding TICs and family trusts are where our background comes as a resource.

STRATEGIC PARTNERSHIPS

We are proud to have long-standing relationships with the intermediary community and have a designated team supporting relationships with escrow officers, lawyers, accountants, tax advisors, investment consultants and corporate finance professionals.