Personal Wealth Management Services
Secure Your Future & Maximize Your Wealth
Take a tailored approach to secure your financial future with our Wealth Advisory service, helping you to be financially successful in the next chapter of your life.
Customized Wealth Planning Solutions
Learn how we can help you grow your wealth and accelerate the process through effective financial strategies focused on your personal finances and goals.
Personalized Wealth Planning Advice
We work closely with you to assess your current financial situation, understand your objectives and develop a thorough plan to achieve your financial goals.
Multi-Generational Planning
We work with you to preserve and grow your wealth, ensuring its continuity for your family's long-term financial well-being.
Comprehensive Planning
Our wealth management services optimize tax-efficient investments, minimizing your liabilities and optimizing outcomes.
Financial Education
As wealth managers, we offer financial resources and personalized guidance to enhance your understanding of personal finance.
Ongoing Monitoring and Review
We make proactive adjustments as needed, ensuring that your financial strategies adapt to changing circumstances and market conditions.
Practical Approach
No complex terms or concepts; we simplify finances for you. Leave us all the planning and enjoy the results of managing your wealth in the best way.
Benefits of Wealth Management
Discover some of the many advantages of starting to work on your finances with a professional. Allow us to help you create a faster financial plan for you, which can lead to greater financial growth and security.
Goal Clarity and Guidance
A personal wealth planner clarifies your financial goals and guides you to achieve them. They assist in defining objectives like saving for education, buying a home or planning for retirement.
Budgeting and Cash Flow Management
Create a budget and manage your cash flow effectively. Analyze your income, expenses and financial obligations, enabling you to make informed decisions about spending, saving and debt management.
Tailored Investment Strategies
Our wealth services provide customized strategies aligned with your financial goals and risk tolerance. That includes explanations in plain language and support with informed choices about where to invest your money.
Risk Assessment and Protection
Receive assistance to evaluate your financial risks and get recommendations to protect your wealth. Wealth consultant services also help you to educate about insurance options, providing peace of mind in uncertain times.
Tips & Finance Education
Independent wealth management promotes financial literacy by explaining essential financial concepts. This empowers you with the knowledge needed to make financial decisions and develop healthy financial habits.
Financial Security
Engaging an independent wealth advisor offers peace of mind by knowing your finances are in capable hands. They provide ongoing monitoring and guidance, allowing you to feel more secure and confident in your financial decisions.
Why Greenway Wealth Advisory?
Unparalleled Experience and Professionalism
We are an experienced team of financial advisors. But what’s more important is that we really believe in talking about money in a simple, non-complicated manner and making sure we create a financial plan that works for you immediately.
We Help Build & Distribute Wealth
Our key areas of specialty are helping millennials build wealth and retirees distribute wealth following our tried and tested methodology.
Fee-based Wealth Management
Our transparent fee schedule and service menu make it easy to understand how we get paid.
Fiduciary Advisory
We act in your best interest, plain and simple. Full transparency and no small print.
Hear from Our Satisfied Clients
Client Testimonials
Wealth Management in Charleston and Mount Pleasant, SC
If you’re looking for a wealth advisor in Charleston or Mount Pleasant, South Carolina, look no further. We can provide you with in-person guidance if needed.
Prefer a Virtual Session?
If you prefer remote independent wealth advisory and virtual sessions, schedule an appointment online from wherever you are and start taking control of your money today.
Specific Wealth Planning Services for You
For Families
Comprehensive wealth management advice and investment management customized to your family's priorities.
For Business Owners
Guidance on business succession planning, tax strategies, investment management and risk mitigation.
For Women
Personal wealth planning, investment management and retirement strategies tailored to the specific needs of women.
Begin Shaping Your Future Today
Book Your FREE Assessment
Have a Look at Our Other Services
Financial Planning
We will assess your current situation, understand your goals and create a tailored plan covering budgeting, saving, debt management, retirement planning and more.
Investment Advisory
With personalized strategies based on your goals, risk tolerance and time horizon, we guide you in building a diversified investment portfolio.
401K Allocation Advice
Let’s develop a customized allocation strategy, considering factors such as asset allocation, fund selection and contribution rates.
From the Money CHIC with Shari Blog
Explore a Wealth of Tips, Trends and Strategies
Frequently Asked Questions
What is Wealth Management?
Wealth management refers to a comprehensive and professional financial advisory service that helps individuals and families manage their wealth, investments and overall financial affairs.
Why Hire a Personal Wealth Advisor?
Hiring a personal wealth advisor can provide several benefits, including:
- Expertise: Wealth advisors are financial professionals with extensive knowledge and experience in managing wealth and investments, which can help clients make well-informed decisions.
- Tailored Solutions: A wealth advisor crafts customized financial strategies that align with the client's specific financial goals, risk tolerance and time horizon.
- Diversification: Advisors can guide clients in diversifying their investment portfolios, reducing risk and potentially enhancing returns.
- Proactive Monitoring: Advisors continuously monitor the market and the client's financial situation, making adjustments as needed to keep the strategy on track.
- Peace of Mind: Having a trusted professional overseeing your financial affairs can provide peace of mind, especially during turbulent economic times.
What is the goal of wealth management?
The primary goal of wealth management is to help clients manage and grow their wealth over time, achieving their financial objectives.
These objectives may include building wealth, preserving capital, planning for the future, optimizing tax efficiency and legacy planning.
What are the different types of wealth management services?
Services offered by wealth management can vary among financial institutions or advisors. Commonly, they include
- Investment Management.
- Financial Planning.
- Tax Planning.
- Risk Management.
- Estate Planning.
- Retirement Planning.
Is wealth management for rich people?
Wealth management has often been associated with serving high-net-worth individuals or affluent families - it is not exclusive to them.
The core principles of wealth management, such as strategic financial planning and investment management, can be beneficial for anyone looking to optimize their finances, plan for the future and achieve their financial goals.
What is the difference between a financial planner and a wealth advisor?
The terms "financial planner" and "wealth advisor" are often used interchangeably, but there are significant differences in their respective roles and the services they provide.
A financial planner is a professional whose primary focus is on helping clients create comprehensive financial plans tailored to their specific needs and goals.
On the other hand, a wealth advisor provides more specialized and personalized services. Wealth advisors adopt a holistic approach to managing their clients' overall wealth, taking into account both immediate and long-term financial objectives.