Business Details
Trusted Fiduciary Financial Advisors for Personalized Wealth Solutions
Greenway Wealth Advisory is a fiduciary financial advisory firm dedicated to empowering clients through personalized wealth management, financial planning, and investment advisory services. Founded by Shari Rash, a seasoned financial advisor with over two decades of experience, we prioritize client needs above all else. Our approach combines deep expertise with a commitment to simplifying complex financial concepts, ensuring clients feel confident in their decisions. We specialize in serving business owners, independent women, and the LGBTQ+ community, offering tailored solutions that align with individual goals and values. With offices in Vienna, VA, and Charleston, SC, and remote advisory options, we provide accessible, inclusive financial guidance. Our teams recognition as Investment News Best Wealth Advisor and Manager Under 40 underscores our dedication to excellence and client-centric service.We believe money should work for people, not the other way around, and strive to create financial strategies that reflect each clients unique life story. From tax-efficient planning for high earners to tech-driven investment solutions, we combine innovation with integrity. Our process begins with understanding your financial landscape, designing customized plans, and adapting strategies as life evolves. With a focus on education over overwhelm, we help clients navigate retirement planning, debt management, and intergenerational wealth transfer. Backed by client testimonials highlighting our authenticity and results-driven approach, we remain committed to transparency, ethical practices, and lifelong financial partnerships.
Services
Wealth Management
Financial Planning
Investment Advisory
Online Services
Wealth Design
Highlights and features
- We are legally bound fiduciaries prioritizing your best interests.
- Our personalized solutions adapt to your unique financial landscape.
- Recognized as Investment News Best Wealth Advisor and Manager Under 40.
- We offer inclusive services tailored to business owners and diverse communities.
- Client testimonials highlight our authentic, results-driven approach.
What people say
Knowledgeable advisors
Personalized solutions
Authentic communication
Trusted guidance
Proven results
Services
Wealth Management
Wealth Management optimizes your financial resources for long-term growth and security. Our strategies address tax efficiency, asset protection, and intergenerational wealth transfer. Clients benefit from customized plans aligned with personal goals and risk tolerance.
Financial Planning
Financial Planning creates roadmaps for achieving life milestones through budgeting, retirement, and debt management. We assess your current situation to build actionable, adaptable strategies. Our approach emphasizes clarity and confidence in financial decision-making.
Investment Advisory
Investment Advisory develops diversified portfolios tailored to your goals and risk profile. We focus on long-term growth through strategic asset allocation. Regular reviews ensure your investments remain aligned with evolving financial objectives.
Online Services
Online Services provide accessible financial guidance through virtual consultations. Clients receive the same personalized strategies regardless of location. Technology enables seamless collaboration while maintaining a personal advisor-client connection.
Wealth Design
Wealth Design creates comprehensive frameworks for managing complex financial situations. This service integrates tax planning, estate strategies, and legacy building. Our goal is to transform financial aspirations into structured, achievable plans.
People
Shari Rash
Founder
Shari Rash founded Greenway Wealth Advisory after identifying gaps in traditional financial advisory services. With over 20 years of experience, she specializes in simplifying financial planning for business owners and underrepresented groups. Her client-first approach earned recognition as Investment News Best Wealth Advisor Under 40.
Questions
What services does GWA Wealth offer?
We provide wealth management, financial planning, investment advisory, and online financial services tailored to business owners, independent women, and the LGBTQ+ community.
Are you fiduciary financial advisors?
Yes, we are legally bound fiduciaries who always act in your best interests without conflicts of interest.
Do you serve clients outside Virginia and South Carolina?
We offer remote advisory services to clients in 18 states including AZ, CA, CO, DE, DC, FL, GA, IL, MA, MI, MD, NJ, NM, NY, PA, SC, TX, VA, and WV.
How do you personalize financial plans?
We assess your unique financial situation, goals, and risk tolerance to create customized strategies that evolve with your life changes.
What makes GWA Wealth different from other advisors?
Our client-first philosophy, recognition as Investment News Best Wealth Advisor Under 40, and focus on simplifying complex financial concepts set us apart.
Can I schedule a free consultation?
Yes, we offer complimentary initial assessments to discuss your financial goals and determine how we can help.
