Client Account Access
Easily (and securely) access your account information from anywhere, on any device, at any time.
Who We Serve
01
The Corporate Exec
You're earning a great income at a firm like BofA, Wells Fargo, Honeywell, or Duke Energy, but your time is scarce. You have the cash flow, but you lack the time to build a plan to optimize it. We take the mental load of RSU vesting schedules, backdoor Roths, and tax-leak mitigation off your plate. You reclaim your weekends, knowing your wealth is mathematically optimized in the background.
Whether you are an attending at Atrium Health, a specialist at Novant, or a partner in private practice, you face a compressed timeline to build wealth after a decade of training. We act as your Personal CFO to accelerate your wealth trajectory, coordinate K-1 tax filings for practice partners, optimize cash flow to tackle student debt, and collaborate with specialists to shield your assets from professional liability.
03
The Financial Services Leader
You manage risk and capital for institutions in Uptown, but your personal financial junk drawer is neglected. For managing directors and private equity partners, we build a systematic framework for your variable bonuses, manage the compliance and blackout periods of your trading, and map out the exact net-worth milestones required to fund an exit strategy on your terms.
04
The Tech & Fintech Innovator
From South End startups to remote tech executives, your compensation is heavily weighted in equity. We build an automated strategy for your RSUs, ESPPs, and ISOs. For those nearing a liquidity event, we partner with specialized CPAs to utilize QSBS strategies, implement real-time tax-loss harvesting, and aggressively shield your windfall from taxes.
05
The Entrepreneur & Business Owner
Your business is your greatest asset—and your biggest risk. We build the infrastructure to systematically extract wealth from your business and convert it into permanent financial independence. We coordinate with tax partners to implement Cash Balance Plans and maximize QBI deductions, establish liability firewalls, and design the pre-liquidity blueprint to ensure you walk away from a future sale with maximum capital.
06
The Active Retiree & Philanthropist
You have reached the summit. Your focus has shifted from building wealth to deploying. We coordinate your portfolio withdrawals, pensions, and Social Security into a tax-optimized monthly paycheck. By partnering with our CPA network, we implement tools like Donor-Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) to maximize your community impact while reducing your tax burden.
Comprehensive Wealth Integration
Sophisticated wealth management goes beyond asset allocation; it optimizes your most valuable asset: your time. We design the blueprint that transforms high-volume cash flow into permanent financial independence.
Cash Flow & Balance Sheet Analysis
Know what you own and what you owe, and know where your money is going. We'll analyze your income, savings, and spending, and we'll help make sure the math adds up.
Setting Goals
We define the roadmap for your "exit strategy," ensuring your career growth translates into personal freedom.
Minimizing Taxes
We proactively plug "tax leaks" common to top income earners through advanced mitigation, accounting for today and for the future.
Maximizing Generosity
Strategic planning for your charitable giving and community footprint that aligns with your family’s values.
Protecting What Matters Most
We review your corporate life and disability coverage, and recommend alternatives, to ensure your climb is protected against the unexpected.
Preparing for Life After Work
We coordinate your RSUs, equity comp, and maybe even your pension, so that you can prepare for a seamless transition to retirement.
A great financial plan isn't possible without a great investment plan
(and vice versa)
Fully-Integrated Investment Management
You probably have a complex mix of new accounts, old 401(k)s, and equity compensation that requires a singular, cohesive strategy. We integrate every account to optimize your entire portfolio, aggressively minimize tax drag, and ensure you invest with total confidence.
Custom Tailored Portfolios
We don't do cookie cutter. We design precision-engineered portfolios built around your specific risk profile and lifestyle goals.
Global Diversification
Broad-market exposure designed to capture growth while mitigating market volatility.
Tax-Savvy Investing
Advanced asset location optimization and tax-loss harvesting to keep more of your returns in your pocket.
Active Expense Management
We review and minimize internal investment costs, ensuring your wealth grows for you, not the fund managers.
Discipline Over Market Timing
We replace emotional reactions with an evidence-based approach that keeps you on track during market shifts.
Continual Portfolio Re-balancing
Ongoing oversight that keeps your portfolio aligned with your long-term blueprint.
Our Fiduciary Oath
At Greenway, our advisors act in a fiduciary capacity. That means that we're obligated to put your interests above our own.
Looking for an advisor? Already have one? Make sure they're willing to commit to acting as a fiduciary.
We're proud to commit to the following five fiduciary principles:
01
We will always put our clients' best interests first.
02
We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
03
We will not mislead you, and we will provide conspicuous, full and fair disclosure of all important facts.
04
We will avoid conflicts of interest.
05
We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
Client Account Access
Easily (and securely) access your account information from anywhere, on any device, at any time.
