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LGBTQ+ Financial Planning & Wealth Management

Unlocking Equality through Wealth

Start building a future where you achieve the financial independence you've always wanted to live the life you've always wanted.

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Financial Advice for the LGBTQ+ Community

Embracing Diversity, Enriching Finances

Learn how we can help you grow your wealth and accelerate the process through effective financial strategies focused on your 
personal finances and goals.

Tailored Strategies

Just as every person's journey is distinct, so are their financial needs. Our tailored strategies are designed to reflect your specific circumstances, helping you achieve financial security while embracing your authentic self.

Sensitive and Respectful

We approach financial discussions with sensitivity and respect for your individuality. Our advisors create a safe space where you can openly discuss your financial concerns and aspirations without fear of judgment.

Inclusive Expertise

Our financial advice recognizes the unique challenges and aspirations of the LGBTQ+ community. With a deep understanding of your journey, we provide inclusive guidance that aligns with your identity and goals.

Community Empowerment

Beyond individual goals, our advisory services contribute to the empowerment of the LGBTQ+ community as a whole. We're dedicated to fostering financial resilience that benefits both individuals and the collective community, driving positive change.
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LGBTQ+ Wealth Management

Championing Pride in Finances

Comprehensive Planning

LGBTQ+ wealth management often extends beyond traditional financial considerations to address unique situations such as chosen families, non-traditional relationships and other elements specific to the community.

Support for Life Transitions

We can assist with financial planning during significant life transitions, such as marriage, adoption, gender transition, or retirement, ensuring your financial well-being during these times.

Socially Responsible Investing

As LGBTQ+ financial advisors, we can help align your investments with your values by integrating socially responsible investment strategies that support LGBTQ+ rights and inclusion.

Retirement Planning for LGBTQ+ Families

For LGBTQ+ families, wealth management can help design retirement plans that account for multiple beneficiaries, guardianship considerations and inheritance arrangements.

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Why Greenway Wealth Advisory?

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.

Transparent Fee Structure

Experience financial clarity with our transparent fee-based approach. You can trust that our recommendations are driven by your goals, not by any hidden incentives.

Fiduciary 
Advisory

We act in your best interest, plain and simple. Full transparency and no small print.

How Do You Want to Work?

In-Person Sessions

We are located in Charleston and Mount Pleasant, South Carolina. Let’s meet!

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Virtual Sessions

Enjoy all the benefits of our services remotely. Let’s talk!

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Start Shaping Your Financial Future Today!

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From the GWA Blog

Explore a Wealth of Tips, Trends and Strategies

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Because it is Retirement Planning Month, retirement income planning is on my mind. No, not my retirement, (but it is never too early to start planning for retirement!). Recently though, I thought about Retirement Income Planning when I was setting up a pool in my backyard. Turns out setting up a blowup pool and Retirement Income Planning have some similarities.
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Financial News
Monopoly Jr and Behavioral Finance: How playing a game can help children with money
Do you like money? Love money? Hate it? Does money make you nervous? A combination of those feelings? Everyone has a money personality. Our money personality dictates our relationship with money, our traits and attitudes: how we use it, feel about it, talk about it. These traits and attitudes can also shine through during a board game.
Read more
Financial Planning
Traditional IRAs versus Roth IRAs
There are a few things to consider when deciding what type of Individual Retirement Account you should invest your money in. Below are the questions I ask my clients when deciding between a Traditional and a Roth IRA.
Read more
Financial News
Retirement Income Planning and its Similarities to Setting up a Backyard Pool
Because it is Retirement Planning Month, retirement income planning is on my mind. No, not my retirement, (but it is never too early to start planning for retirement!). Recently though, I thought about Retirement Income Planning when I was setting up a pool in my backyard. Turns out setting up a blowup pool and Retirement Income Planning have some similarities.
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Frequently Asked Questions

Why is LGBTQ+ financial planning and wealth management important?

LGBTQ+ individuals often face unique financial challenges. Our services are designed to address these challenges, providing tailored strategies to help you achieve your financial goals.

How can your services help LGBTQ+ individuals and families achieve financial security?

We offer inclusive financial planning that takes into account your specific needs, whether related to legal rights, family dynamics, or retirement planning.

What are some specific financial considerations for LGBTQ+ couples and families?

We provide guidance on issues such as estate planning, joint financial accounts, healthcare proxies, and beneficiary designations that are particularly relevant for LGBTQ+ families.

Can you help LGBTQ+ couples navigate complex legal and financial situations?

Yes, we offer expertise in navigating legal intricacies such as marriage, adoption, surrogacy, and estate planning to ensure that your financial interests are protected.

How can LGBTQ+ individuals plan for retirement effectively?

Our retirement planning services take into account factors like potential discrimination in the workplace, unique family structures, and retirement goals to create a comprehensive plan.

Do you provide LGBTQ+ friendly investment strategies?

Absolutely, we offer investment strategies that align with your financial goals and risk tolerance while being mindful of companies' LGBTQ+ inclusivity and ethical practices.

What role does tax planning play in LGBTQ+ financial planning?

Tax planning is crucial for optimizing your financial position. We develop strategies that consider potential tax implications related to your unique financial circumstances.

How can I ensure my financial security in case of unexpected events or discrimination?

Our services include creating emergency funds, evaluating insurance needs, and offering advice on managing financial challenges that may arise due to discrimination.

Why should I consider working with a financial advisor who specializes in LGBTQ+ financial planning?

An LGBTQ+ friendly financial advisor understands the unique financial challenges faced by LGBTQ+ individuals and can provide personalized guidance that respects and supports your identity and goals.