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.
Financial Advice for the LGBTQ+ Community
LGBTQ+ Wealth Management
Championing Pride in Finances
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.
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.
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.
For LGBTQ+ families, wealth management can help design retirement plans that account for multiple beneficiaries, guardianship considerations and inheritance arrangements.
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.
Our key areas of specialty are helping millennials build wealth and retirees distribute wealth following our tried and tested methodology.
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.
We act in your best interest, plain and simple. Full transparency and no small print.
How Do You Want to Work?
We are located in Charleston and Mount Pleasant, South Carolina. Let’s meet!
Enjoy all the benefits of our services remotely. Let’s talk!
Start Shaping Your Financial Future Today!
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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.