Check the background of this firm on FINRA Broker Check.

Looking for a little more breathing room?

You’ve got a lot to focus on—with careers, families and the hectic pace of life, it’s hard to keep up with planning for the future. We’ll help you make a plan so you can feel confident in your financial horizons. 

Financial Planning and Investment Management

As a fee-based fiduciary, we’ll help take financial worries off your plate with a financial plan and investment management based on your investment goals, risk tolerance, time horizon and create a financial plan that includes:

  • Personal and professional goals
  • Retirement plans
  • Insurance coverage review
  • Tax review and projections
  • Risk tolerance review
*Financial Plans are available a la carte for a fee-for-service. Investment Management is available for an assets under management fee.

Non-Investment Management

Greenway Wealth Advisory also offers:

  • Retirement Protection
  • Tax projection
  • Retirement savings plans analysis and reallocation*
  • Auto/Home/Umbrella insurance analysis
  • Life/Disability/Long-term care insurance analysis
  • Estate planning analysis
  • Education planning and analysis
*including risk tolerance assessment

Additional Financial Services:

  • Review Meeting with Research Presentation
  • Investment Allocations Review
  • Annual Beneficiary Review 
  • IRA/Roth/SEP Contribution Check-In
  • 401k Election Review
  • Personal and Professional Goal Setting
  • Retirement Projections Update
  • Cash Flow Optimization/Budgeting Review
  • Insurance Policy Review
  • Complementary Financial Plan Review
  • Client Appreciation Events
  • Educational Seminar Invitations
  • Market Outlook Newsletter
  • Personalized Account Commentary
  • Individualized Risk Analysis
  • Higher Education Funding Review
  • Charitable Giving Review
  • Tax Reporting Forms Review
  • Investment Goals Discussion/Update
  • 401k/403b Allocation Review

Services and Partners

With Greenway Wealth Advisory, clients have an abunance of resources to draw from.

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Financial Planning
  • Retirement Projections
  • Education Planning
  • Charitable Giving
  • Estate Planning
  • Risk Analysis
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Insurance (Life, Long Term Care, Disability – Service and Analysis)
  • Prudential
  • Jackson National
  • MassMutual
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Wealth Management (IRA, 401k/403b, Roth IRA, 529, After Tax)
  • Assetmark
  • American Funds
  • Orion Portfolio Solutions
  • Athlon
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Annuities
  • Prudential
  • Jackson National
  • Delaware Investments
  • Nationwide

Financial Services You Can Trust

Start down your new path today.