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Our Investment Process

At Green Fairways Wealth Management, our investment process is built upon seven key steps that afford a greater understanding of each client’s individual goals and needs. By taking the time to listen to our clients’ goals, interests and passions, as well as the things that may keep them up at night, our team can craft a highly customized investment management strategy designed for their unique needs and priorities. We implement the investment plan, meet with you as needed to adjust the plan and make tailored alterations as needed with life events.

Our Service Model

  • Investment Plan – Tailored to Help Meet Your Specific Needs and Goals
  • Wealth Management Services
  • Annual Comprehensive Review Meeting
  • Retirement Planning
  • Review Objectives and Performance
  • Investment Management
  • Wealth Transfer and Estate Planning Strategies Meeting
  • Estate Planning Strategies
  • Client Events and Educational Workshops
  • Insurance and Annuity Reviews
  • Education Planning

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Raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC,, marketed as Green Fairways Wealth Management. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Green Fairways Wealth Management is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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