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GrantMarshall Retirement & Wealth Planning
Blogs
Our Team
Our Services
Our Process
O'Malley-Boldt Insurance
Resources
Client Login
Contact Us
GrantMarshall Retirement & Wealth Planning
Blogs
Our Team
Our Services
Our Process
O'Malley-Boldt Insurance
Resources
Client Login
Contact Us
Blogs
Folder: About
Back
Our Team
Our Services
Our Process
O'Malley-Boldt Insurance
Resources
Client Login
Contact Us

GrantMarshall Retirement & Wealth Planning

Privacy:

  • Customer Relationship Summary

  • Privacy Policy

Advisory Services Disclosures:

  • ADV Part 2A Brochure

  • ADV Part 2B Brochure

Investment advisory services provided through LexAurum Advisors, LLC, a registered investment advisory firm.  James Boldt conducts business through GrantMarshall Retirement & Wealth Planning for financial services, and through O’Malley-Boldt Insurance for insurance services. LexAurum Advisors LLC is not an affiliated company with either GrantMarshall Retirement & Wealth Planning or with O’Malley-Boldt Insurance.

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Location

9732 Rosehill Rd.
Lenexa, KS 66215

Contact

P: (913) 453-1464
F: (913) 800-2300