Privacy Policy for Greenway Wealth Advisory


Welcome to Greenway Wealth Advisory ("Greenway," "we," "our," or "us"). At Greenway Wealth Advisory, we are committed to protecting your privacy and ensuring the security of your personal information. 

This Privacy Policy outlines how we collect, use, disclose and protect your information when you use our website and our financial advisory services. By accessing our website or engaging with our services, you consent to the practices described in this Privacy Policy.

Scope of This Privacy Policy

This Privacy Policy applies to information collected through our website, any affiliated online platforms and during the course of our financial advisory services. Our services encompass Wealth Management, Financial Planning, Investment Advisory and 401k Allocation Advice, which may be accessed remotely or in person in various locations, including Northern Virginia, Mount Pleasant and Charleston, South Carolina. Additionally, this Privacy Policy complies with the relevant privacy laws and regulations in these areas.

Information We Collect

We collect various types of information when you interact with us, including but not limited to:

Personal Information: Such as your name, last name, address, phone number, email address and other contact information.

Demographic Information: Such as gender, age and other demographic details that you choose to provide.

Financial Information: If you engage our services, we may collect financial information necessary for the provision of financial advisory services.

Interests and Preferences: Information about your interests in specific financial services or products.

Usage Information: Information about your interactions with our website, including your IP address, browser type, operating system and other technical details.

How We Use Your Information

We use the information we collect for the following purposes:

Providing Services: To deliver our financial advisory services, including Wealth Management, Financial Planning, Investment Advisory and 401k Allocation Advice.

Communication: To contact you regarding our services, respond to inquiries and provide updates or information about Greenway.

Marketing: To send you newsletters, promotional materials and information about our services or events that may be of interest to you, but only if you have provided your explicit consent.

Legal and Regulatory Compliance: To comply with applicable laws, regulations and legal processes.

Improvement: To improve our website, services and user experience.

Disclosure of Your Information

We may share your information with:

Service Providers: Third-party service providers who assist us in delivering our services or maintaining our website.

Legal Requirements: When required by law or in response to valid legal requests.

Business Partners: With business partners when you have consented to such sharing.

Your Privacy Choices

You have the right to:

Access and Update Your Information: You can access, correct, or update your personal information by contacting us.

Unsubscribe: You can unsubscribe from our marketing communications at any time by following the instructions provided in the communication.

Security Measures

We take reasonable measures to protect your personal information. However, please be aware that no method of transmitting data over the Internet is completely secure.

Contact Us

If you have questions about this Privacy Policy or your personal information, please contact us.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. Any updates will be posted on our website.

By using our website and services, you agree to the terms of this Privacy Policy. Please review it periodically for changes.