Client Account Access
Easily (and securely) access your account information from anywhere, on any device, at any time.
Welcome to Greenway Wealth Advisors
Our team is dedicated to putting clients first, and forming an ongoing partnership built on trust, efficiency, transparency and generosity. As fee-only fiduciary advisors, we're committed to delivering clear, practical advice so you can make smarter financial decisions and achieve your most important goals.
Here's how it works
15-Minute Introductory Call
Schedule a meeting with one of our advisors. We'll use the time to hear from you, and share more about who we are and what we do.
Continue the Conversation
Want to find out how to improve your finances? Schedule a no-cost Discovery Meeting. We'll get to know you better and understand what's most important to you in life. Then, we'll make actionable recommendations and will communicate them to you right then and there.
Our Ongoing Partnership
Our clients gain clarity and confidence from our services. We hold regular progress meetings to ensure that your financial plan and investment portfolio remain on track. And, since life throws us curve balls, we'll help you make adjustments along the way.
These are some things we care about.
TRANSPARENCY
With our team, our clients, and ourselves.
CREATIVITY
Finding creative solutions to client issues makes us stand out.
HUMILITY
We don’t know everything, and we’re not afraid to ask for help.
ADVENTURE
Approach every day with a sense of optimism.
GENEROSITY
We’re generous with our time, talent, and treasure, and we want to inspire our clients to be generous too.
Client Account Access
Easily (and securely) access your account information from anywhere, on any device, at any time.
