Family Financial Planning & Wealth Management Services
Building Generational Prosperity
Our family-oriented financial planning and wealth advisory services empower you to build a lasting foundation for your loved ones.
Financial Planning for Families
Crafting Your Family's Financial Roadmap
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 Family-Centric Strategies
Holistic Financial Wellness
Life-Stage Adaptability
Confidence in Uncertain Times
Family Wealth Planning
Preserving and Growing Family Wealth
Multigenerational Legacy
Our services help you structure your wealth to foster intergenerational wealth transfer, enabling your loved ones to benefit for years to come.
Tax-Efficient Wealth Preservation
Our expertise in tax-efficient strategies allows you to minimize tax burdens on your estate, ensuring that your family retains more of the wealth you've worked hard to accumulate.
Continual Monitoring and Adjustments
Market dynamics change and so do your family’s circumstances. We will ensure that your wealth plan remains relevant, effective and aligned with your evolving goals.
Family Investment Management & Planning
Achieve More, Risk Less
Customized Portfolio Construction
With the help of a financial advisor for families, build a diversified investment portfolio aligned with your family's risk tolerance and financial objectives.
Strategic Asset Allocation
We analyze your financial goals and market trends to ensure your investments are positioned for long-term growth.
Ongoing Portfolio Monitoring
We continuously monitor your portfolio's performance, making necessary adjustments to capitalize on market opportunities.
Tax-Efficient Investing
Your family's investment plan takes into account tax considerations to help preserve more of your investment gains.
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!
Virtual Sessions
Enjoy all the benefits of our services remotely. Let’s talk!
Start Your Family Financial Management
Book Your FREE Assessment
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Frequently Asked Questions
What are family financial planning and wealth management for families?
Family financial planning and family wealth advice involve the strategic management of your financial resources to achieve your family's long-term financial goals, including investments, retirement planning, tax optimization, and estate planning.
Why do I need family financial planning and family wealth management services?
These services, along with the support of a personal family financial coach, help you navigate complex financial decisions, ensure the growth and preservation of your wealth, and provide a roadmap for achieving your family's financial aspirations across generations.
How can family financial planning benefit my family's future?
Family financial advice can help you establish a clear financial roadmap, minimize financial risks, optimize tax strategies, and ensure the smooth transfer of wealth to the next generation.
Who can benefit from these services?
Families of all sizes and wealth levels: from financial planning for young families to marriages about to retire can benefit from these services. Whether you're just starting to build wealth or are looking to preserve and transfer it, our services can be tailored to your needs.
How do you create personalized financial plans?
We begin by understanding your unique financial goals, risk tolerance, and family dynamics. Using this information, we create customized financial plans that align with your aspirations and circumstances.
Do you provide investment advice?
Yes, we offer investment advisory services that are aligned with your financial goals and risk tolerance. Our experienced advisors can help you build a diversified investment portfolio.
How can you help with retirement planning?
Our experts analyze your current financial situation and desired retirement lifestyle to create a comprehensive retirement plan. We consider factors like savings, investments, social security, and pension benefits to ensure a comfortable retirement. We recommend you see our special financial planning for retirees.
What is estate planning and why is it important?
Estate planning involves arranging for the management and disposal of your assets during your life and after your death. It ensures your assets are distributed according to your wishes, minimizing taxes and legal complexities.
How can I get started with your family financial planning services?
Getting started is easy. Simply book a FREE call with us for an initial consultation. During this consultation, we'll discuss your goals and how our services can help you achieve them.