A Financial Advisor Working Hard to Enhance Your Life, Financial Plans and Family’s Future
Greenway Wealth Advisory helps you find a clear path forward to the life you want.
Congestion on the roads, an endless to-do list, family, friends, an inbox that never clears…all you want is just a little space to catch your breath.
With everything going on right now, it’s no wonder making plans for the future, especially financial plans, is so difficult.
At Greenway Wealth we build plans focused on your vision of the future.
A solid financial plan will help you find the breathing room you’ve been craving. With over 13 years of experience in the industry, we’ve helped thousands of people just like you plan wisely so you can keep more of your money and enjoy the peace and security having a plan brings.
Enjoy Your Success and Find Your Way Forward to Worry-Free Living
Committed to meeting all your financial planning needs.
The process is simple —
Design your plan:
We get to know you, your finances and your goals so we can build a customized path to get you there.
Make it happen:
With your destination in mind, we help you implement your plan and make sure your bases are covered.
Stay on track:
We meet with you regularly to review your plan—life can change, and your plan should adjust accordingly.
Once you schedule a call, you’ll have taken the first step to finding a local, personalized advisor who will ensure that your financial plans will bring you the happiness and confidence you deserve.
so we can get started.
Meet Shari Rash
Founder, Financial Advisor, Money Coach
Shari has been in the financial services industry since 2007. She started her career at Prudential Annuities as a Marketing Director and worked with hundreds of Financial Advisors to create Retirement Income Plans for their clients.
As the industry evolved, so has Shari’s career. She then transitioned to helping advisors create investment strategies for their clients utilizing Exchange Traded Funds, Mutual Funds and Separately Managed Accounts.
Licenses and Credentials: Shari is Series 6, 63 and 65, life insurance and annuity licensed.
Passion for Serving Clients
Over the years and the hundreds of advisors Shari assisted, she realized that her heart and desire was to work with and serve the public. That is when she established Greenway Wealth Advisory. Shari now has clients in over 20 states through the East, South and Midwest United States.
Shari is passionate about working with clients who are like her! Those that are busy working inside and outside of the home, focusing on providing a better life for their children and giving back to their community. She helps young families, women, Generation X, Millennials and members of the LGBT community create solutions to their financial issues. Her extensive experience with retirement income planning also helps her clients of all ages plan for the future.
When Shari is not helping her clients achieve financial success, you can find her at her daughters’ various soccer, basketball, dance and Girl Scout events with her double stroller and twin babies in tow.
“To be successful, you have to have your heart in your business and your business in your heart.”
Thomas J. Watson