Greenway Wealth Advisors, LLC

1920 Abbott Street, Charlotte, NC 28203

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About Us

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1920 Abbott St #300, Charlotte, NC 28203, United States

704-981-1228

greenwaywealth.com

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About the Business

Greenway Wealth Advisors, LLC, located at 1920 Abbott Street in Charlotte, North Carolina, is a finance institution dedicated to helping generous individuals increase their wealth in order to have more time and money to pursue their passions.

At Greenway Wealth, we use a combination of modern investing strategies and smart financial planning to give our clients the best chance of success. We believe in providing customized advice tailored to the unique needs of each client and their family.

Our state-of-the-art technology allows our clients to have complete clarity about their financial situation at all times, accessible on any device 24x7. We offer in-person or remote meetings to ensure distance is not a barrier to making sound financial decisions.

We partner with experts who are truly necessary for our clients, rather than adding unnecessary designations to our profile. Our initial Discovery Meeting is free and lasts 90 minutes, during which we get to know the client and provide recommendations to enhance their financial situation.

The Goal Planning Meeting follows, where we present an investment plan designed to help clients achieve their short and long-term financial goals. Finally, a mutual commitment meeting is scheduled to determine if working together makes sense for both parties.

At Greenway Wealth Advisors, we aim to build lasting relationships with our clients and serve them for many decades to come.