Greenway Wealth Advisors
Financial Advising
Why pick this one
Greenway Wealth Advisors serves high-impact professionals with a dedicated team and integrates financial planning, tax strategies, and estate planning into one cohesive service.
Best for
- high-income individuals seeking financial independence
- medical professionals managing complex compensation structures
- corporate executives needing cohesive financial strategies
Look elsewhere if
- budget-sensitive clients
- individuals with simple financial needs without high income
Specialties
- wealth management
- tax integration
- estate planning
- financial audit
- investment optimization
Certifications
- CFP
- CFA
What makes them different
- acts as a Personal CFO for clients
- dedicated team of CFP® professionals and CFA® charterholders
- integrated wealth platform for complex financial situations
- fee-only fiduciary model
- offers a real-time tracking wealth portal (Greenway 360)
- Years in business
- 5
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 1920 Abbott St, Charlotte, NC 28203-5194
- Phone
- +17049811228
- Website
- http://www.greenwaywealth.com/
- info@greenwaywealth.com
Services
- financial advising
- personal CFO services
- financial planning