• Family baking a cake
    Integrity
  • Senior couple dancing in a garden
    Preparation
  • Woman reading with dog on couch
    Follow-Through
  • Couple walking with baby stroller
    Commitment

Our Mission

We build relationships with our clients and guide them through every stage of their financial journey.

Our vision is to be the last Wealth Management practice you hire.

Integrity

We feel integrity is essential to our business, and it is the foundation of our client relationships.

Preparation

We start with a conversation about your goals and expectations, then develop an investment strategy to achieve them.

Follow-Through

We continuously monitor client progress and adjust to changing goals and priorities accordingly.

Commitment

Our team is committed to our faith, family, clients, and community.

Five Principles for Our Clients

Green Fairways Five Principles Infographic
  • Investment Plan - Develop a strategy tailored to your specific goals.
  • Estate Plan - No matter what your net worth is, it is important to have an estate plan in place. Several basic elements include: a will, power of attorney, living will, health care surrogate and possibly a trust.
  • Insurance to protect - Don't sacrifice your financial future; be prepared for the unexpected events in life.
  • Emergency Fund - Build a cash reserve of 3-6 months of living expenses.
  • Live within your means - Learn to manage your finances for the short & long term.
*Green Fairways Wealth Management and Wells Fargo Advisors are not legal or tax advisors. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help meet your financial goals. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Green Fairways Wealth Management is a separate entity from WFAFN.

What We Do