Our Story

The founder of Green Fairways Wealth Management, Jim Tate, has always been passionate about golf, but there is a deeper meaning behind the name Green Fairways Wealth Management. In golf, the fairway is the ideal landing area. It is the pathway that leads the golfer from the starting point to the end point on each hole. Our relationship with clients is similar to the relationship between a golfer and a caddie. The caddie carries the bag and helps choose the right club, but the true value is in the wealth of knowledge they provide about the course. They are aware of the hazards ahead and strategies to help avoid them. The golfer trusts that the caddie will give them solid, actionable guidance from tee to green. At Green Fairways Wealth Management, we build relationships with our clients and help guide them through every stage of their financial journey

Jim and Kelly

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