Client Account Access
Easily (and securely) access your account information from anywhere, on any device, at any time.
What We Do
Our team, your goals, and sound advice built on decades of insight and experience. All designed to help you pursue and enjoy financial independence.
Comprehensive Financial Planning
A well thought out financial plan helps you make better, more informed decisions. We develop a blueprint for earning, spending, saving and giving, and we track your progress along the way.
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
Direction, not intention, determines our destination. But the average American spends more time planning their next vacation than they do their financial future. We'll help you to be intentional with your money so you can meet your most important goals.
Minimizing Taxes
It's rare to find someone who considers their tax situation both now, and in the future. We'll work with your CPA to create a financial plan that accounts for taxes over the long-term.
Maximizing Generosity
The secret to happiness (and longevity) is generosity. We'll create a plan that helps you maximize your generosity. You'll be glad you did (and so will everyone else).
Protecting What Matters Most
Sometimes, things don't go exactly as planned. We'll look for ways to offset the risk of something going wrong, and we'll refer you to competent professionals who can help you prepare for the unexpected.
Preparing for Life After Work
Moving from work to retirement can be daunting, and not just financially. We'll help you prepare mentally too, so you can make the most of your retirement years.
A great financial plan isn't possible without a great investment plan
(and vice versa)
Fully-Integrated Investment Management
You've got new accounts, old accounts, and perhaps some accounts that you forgot existed. At Greenway, we integrate all of your accounts to optimize the portfolio, minimize taxes, and help you invest with confidence.
Custom Tailored Portfolios
No two people are the same. Their portfolios shouldn't be either. We create custom portfolios for our clients, accounting for a plethora of potential risks.
Global Diversification
Broadening your investment universe reduces risk. We help clients understand how to efficiently own assets from all over the world to help smooth out the bumps in the investing road.
Tax-Savvy Investing
Investing tax-efficiently means owning the right types of assets in the right types of accounts. We'll structure a portfolio that accounts for tax laws and regulations, helping you keep more of your hard-earned cash.
Manage Investment Expenses
The less you pay to invest, the more you'll likely get in return. Keep more money in your account, and it'll have a better chance of growing over time.
Avoid Market Timing
You never know which market segments will outperform from year to year. Instead, hold a globally diversified portfolio for the long term. You'll be well positioned to capture market returns wherever (and whenever) they occur.
Continual Re-Balancing
Investing well is a (re-)balancing act. Knowing when and where to make changes is both art and science, and can reduce risk along the way.
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.
