Investment Management & Advisory Services

Building Your Financial Future Together

Our services are designed to guide you through the complex world of investing, helping you achieve your goals with confidence.

Tailored Personal Investment Planning for Your Unique Goals

Learn how we can help you grow your wealth and accelerate the process through effective financial investment strategies 
focused on your personal finances and goals.

Strategic Planning

We will work closely with you to create a customized investment plan that aligns with your aspirations. Whether you're aiming for wealth accumulation, a comfortable retirement, or another specific financial milestone, we've got you covered.

Monitoring and Adjustments

The financial landscape constantly evolves. Our ongoing monitoring ensures we make adjustments to keep you on track towards your objectives.

Diverse Investment Options

Benefit from a wide array of investment opportunities, from traditional stocks and bonds to innovative alternatives. We identify promising options for your portfolio by staying ahead of market trends.

Transparent Communication

You will receive regular updates on your investments and the rationale behind our decisions. Your understanding of your financial journey is our priority.

Risk Management

We employ rigorous risk assessment and management techniques to safeguard your investments while optimizing returns. Our goal is to help you weather market fluctuations with confidence.

Holistic Financial Assessment

We conduct a thorough evaluation of your entire financial landscape, taking into account your current assets, liabilities, cash flow and long-term goals to end up with a personalized investment strategy.

Benefits of Investment Management & Advisory

Discover some of the many advantages of starting to work on your finances with a professional. Allow us to help you create a faster financial plan for you, which can lead to greater financial growth and security.

Expertise and Experience

Investment advisors possess specialized knowledge and experience in financial markets, investment strategies and portfolio management. Their insights can help you make informed decisions based on current market trends and historical data.

Personalized Strategies

Advisors create customized investment strategies based on your financial goals, risk tolerance, time horizon and other individual factors. This tailored approach can help you achieve your specific objectives more effectively.

Diversification

Diversification across various asset classes and sectors helps reduce risk by spreading investments across different areas of the market, potentially minimizing the impact of poor-performing investments.

Time Saving

Managing investments requires constant monitoring, research and decision-making, making it time-consuming. By delegating this responsibility to an advisor, you free up time for other important aspects of your life or business.

Emotional Discipline

Emotional decision-making can lead to poor investment choices, especially during times of market volatility. Advisors provide a rational and disciplined approach, helping you avoid impulsive decisions that could negatively impact your portfolio.

Financial Planning

Investment advisors can provide holistic financial planning, considering not only your investment portfolio but also your broader financial situation. They can help you set and prioritize financial goals, including retirement planning and tax optimization.

Hear What Our Clients Say About Us

Inspiring Financial Triumphs

"Shari helped my husband and I consolidate our finances and create a system that works for us. She is a great listener and very authentic - we are thrilled to have this trusted advisor on our team."

Jessica, Charleston, SC

"Shari has proven to be a knowledgeable, hard-working, and personable investment advisor. She’s brought me honest advice and good results. She always makes me feel like a valued client, even though I don’t have a ton of money to invest. That, in itself, is gold!"

Greg, Baltimore, MD

"I am very pleased with the overall financial services management I continue to receive from the team at Greenway Wealth Advisory. Shari Rash and her colleagues provide me with strong and proven advice. Bottom line, Greenway Wealth Advisory delivers the World Class Service that Shari guaranteed when we first discussed our joint relationship."

Jim, Farmington Hills, MI

Investment Advisory in Charleston and Mount Pleasant, SC

Local to Charleston or Mount Pleasant, SC? Meet us for face-to-face investment advisory services.

Prefer a Virtual Session?

Opt for a virtual investment advisory session and experience the same personalized guidance and expertise, no matter the distance.

Ready to Build Wealth?

Book Your FREE Assessment

From Money CHIC with Shari Blog

Explore a Wealth of Tips, Trends and Strategies

What Should Stay at Home Moms do with old 401k?
What should Stay at Home Moms do with old 401ks?Stay at Home Moms are in a unique spot, financially. They are not “earning” a paycheck, but they contributed financially to their household in the past and are now contributing to their household in a different way.
What is a Stay at Home Mom's Salary?
As a Financial Advisor for young families my goal is to relieve the burden of managing finances, so they can live the life they want. As a female financial advisor, I want to empower all women when it comes to their finances, whether they work inside or outside of the home.
What Should Stay at Home Moms do with old 401k?
What should Stay at Home Moms do with old 401ks?Stay at Home Moms are in a unique spot, financially. They are not “earning” a paycheck, but they contributed financially to their household in the past and are now contributing to their household in a different way.
What is a Stay at Home Mom's Salary?
As a Financial Advisor for young families my goal is to relieve the burden of managing finances, so they can live the life they want. As a female financial advisor, I want to empower all women when it comes to their finances, whether they work inside or outside of the home.

Frequently Asked Questions

What is investment management and management advisory?

Investment management and advisory involve professional guidance and oversight of your investment portfolio to help you achieve your financial goals while managing risk.

Why should I consider hiring a personal investment consultant?

Hiring an investment advisor brings expertise, personalized strategies, and informed decisions to optimize your investment portfolio and potentially yield higher returns.

How do investment planners create personalized strategies?

Investment advisors analyze your financial situation, risk tolerance, and goals, creating a tailored investment strategy aligned with your unique circumstances.

How do you ensure my investments align with my risk tolerance?

We conduct thorough risk assessments and discussions to ensure that the investments chosen match your risk comfort level and long-term objectives.

Can you help with both short-term and long-term financial goals?

Yes, our investment advisory services cater to a wide range of goals, whether they are short-term objectives like buying a house or long-term goals like retirement planning.

How do I get started with your personal investment management services?

You can book a FREE call for an initial consultation to get started. During this consultation, we'll discuss your goals and financial situation, and determine how our services can best assist you in reaching your objectives.