We help you go from

high income

financial independence.

The modern wealth management firm for Charlotte’s high-impact professionals and active retirees.

We design the blueprint that transforms your income into financial independence, so you can stop managing your financial logistics and get back your time.

DESIGN YOUR BLUEPRINT

A sophisticated financial plan does more than allocate assets. It protects your most valuable resource: your time.

At Greenway, we provide the elite infrastructure and dedicated team to optimize your investments, design a thoughtful tax strategy, and coordinate your estate plan.

Stop Acting as the Middleman.

You have the cash flow, but you lack the time. Most high-earning families are forced to act as the project manager between their investment advisor, their CPA, and their estate attorney. This fragmented approach leads to missed tax opportunities, unfunded trusts, and lost weekends.

The Integrated Solution:

We replace the fragmented advisory model with a single, dedicated wealth team. We act as your Personal CFO, managing your portfolio, coordinating your tax preparation, reviewing your insurance policies, and assisting in designing your estate plan. all for one transparent fee.

The Road Map to Total Financial Clarity

The Complete Financial Audit

We gather your scattered accounts, unvested equity, past tax returns, and legacy documents to establish a baseline of your exact net worth.

Launching Greenway 360

We establish your interactive wealth portal, Greenway 360, giving you real-time tracking, scenario testing, and total clarity moving forward.

Integrating Your Estate Plan

We provide streamlined access to modern legal platforms to help you establish your Revocable Living Trusts, Wills, and POAs. Once your documents are complete, our team handles the heavy lifting of systematically updating your account beneficiaries to ensure your plan is appropriately funded.

Cash Flow & Compensation Design

We immediately automate the allocation of your monthly surplus and optimize your corporate benefits, K-1 distributions, or RSU vesting schedules.

Investment Consolidation & Optimization

We transfer and restructure your existing accounts into a globally diversified, tax-optimized portfolio aligned with your specific timeline and goals.

Tax Integration & CPA Sync

We analyze your past tax returns and partner with our tax network (or your tax advisor) to project your current year liabilities, take advantage of tax-loss harvesting opportunities, and prepare for your next filing.

Real-Time Data.

Dynamic Projections.

Always Available.

A modern financial blueprint requires more than static spreadsheets and outdated PDFs. We power your financial life with an interactive, institutional-grade wealth portal. By replacing guesswork with real-time data, we give you absolute clarity over your entire financial landscape.

Unified Net Worth Tracking: We consolidate your entire financial junk drawer, from unvested RSUs and legacy 401(k)s to private equity and your real estate, into one centralized, 360-degree dashboard.
Dynamic Cash Flow Modeling: We don't just track where your money has been; we project exactly where it is going. Instantly visualize how an upcoming corporate bonus, a new property purchase, or a transition to retirement impacts your long-term financial goals.
Advanced Scenario Testing: Before you make a major life decision, we model the math. Visually test the exact impact of Roth conversions, a business exit strategy, or a major charitable gift before you execute a single move.
Secure Document Vault: Your estate planning documents, tax returns, and vital family records are encrypted and stored safely in one unified hub, accessible exactly when you or your legal partners need them.

Specialized Architecture to Simplify Complexity

Generic financial advice doesn't work if you have complex cash flow. We provide dedicated wealth infrastructure tailored to the exact mechanics of your career, your business, and your legacy in the Queen City and beyond.

THE CORPORATE EXECUTIVE

Optimizing RSUs & Deferred Comp

THE MEDICAL PROFESSIONAL

Accelerated Wealth Building & Asset Protection

THE FINANCIAL SERVICES LEADER

Bonus Optimization & Compliance Navigation

THE TECH & FIN TECH INNOVATOR

Pre-Liquidity & ISO Strategies

THE ENTREPRENEUR & BUSINESS OWNER

Wealth Extraction & Exit Planning

THE LAW FIRM PARTNER

K-1 Integration & Capital Calls

THE ACTIVE RETIREE & PHILANTHROPIST

Tax-Optimized Distributions & Charitable Giving

SEE WHO WE SERVE

How We Build Your Blueprint

The 15-Minute Strategy Sync

Schedule a brief introductory call. We don't use this time to pitch products. Instead, we assess the complexity of your financial landscape, identify immediate friction points, and determine if our integrated wealth platform is the right fit for your needs.

The Blueprint Design

If we're a mutual fit, we move into the architecture phase. We conduct a deep-dive analysis of your household assets, complex compensation, current tax exposure, and estate structure. We then present a unified, actionable blueprint detailing exactly how we'll optimize your cash flow and balance sheet.

The Personal CFO Partnership

We launch your integrated platform and take over the execution. From automated investment management to coordinating with your CPA and legal team, we handle the logistics in the background. You regain your time and get total clarity through our real-time wealth dashboard.

Frequently Asked Questions

We do the heavy lifting. Instead of just giving you investment advice and telling you to "go talk to your CPA," we act as your Personal CFO. We manage your portfolio, build your tax strategy, review your insurance policies, assist with your estate plan, and integrate the pieces so you don't have to.

Typically, our clients are high-earning Charlotte professionals, such as corporate executives, physicians, attorneys, and business owners who have high levels of income but no time to act as their own financial project manager. We also work with charitably inclined families and individuals, and active retirees who want to transition from accumulating wealth to deploying it. We build the advanced tax architecture required to maximize your philanthropic footprint while minimizing your tax burden.

Absolutely. You'll be paired with an experienced, dedicated Lead Advisor (a CERTIFIED FINANCIAL PLANNER™ professional) who acts as your Personal CFO. They quarterback your entire wealth architecture, ensuring your blueprint is executed flawlessly and nothing falls through the cracks. You can find out more about our team here.

No, and that's by design. We believe in specialized expertise. We partner with elite, independent CPA firms and modern legal platforms like Trust & Will to do the actual filing and document drafting. We act as the quarterback who helps design the strategy, while ensuring you get top-tier legal and tax execution.

Absolutely. That is one of our specialties. Whether you are a partner at a Charlotte law firm navigating K-1 distributions, or a tech executive managing unvested ISOs, we build the architecture to optimize your tax brackets and convert your variable income into permanent net worth.

In order to better align our interests with yours, we operate on a transparent, fee-only model. We act as pure fiduciaries, meaning we don't accept commissions, kickbacks, or hidden third-party incentives. You pay a clear, straightforward fee for comprehensive wealth design and execution. Find out more about our fees here.

We replace the meeting-heavy traditional onboarding with a streamlined Wealth Engine launch. In the first 90 days, we consolidate your scattered accounts, audit your corporate benefits, initiate your estate plan review, sync with our tax partners, plug immediate cash flow leaks, and initiate your custom investment strategy.

These are some things we're passionate about.

TRANSPARENCY

With our team, our clients, and ourselves.

CREATIVITY

Finding creative solutions to client issues makes us stand out.

HUMILITY

We don’t know everything, and we’re not afraid to ask for help.

ADVENTURE

Approach every day with a sense of optimism.

GENEROSITY

We’re generous with our time, talent, and treasure, and we want to inspire our clients to be generous too.