Broker Check

The Financial Planning Checklist for Business Owners
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A complimentary resource to help business owners build structure, clarity, and long-term financial confidence.

Financial Planning & Active Investment Management

Your Financial Life Is More Than a Portfolio

Greenwing Wealth provides thoughtful planning and active investment management for business owners and individual investors who value direct conversations, clear reasoning, and a relationship that feels genuinely personal.

Austin Lane, founder of Greenwing Wealth
Austin Lane, CFP® Founder, business owner, and unapologetically real human being.
CFP® Professional Financial planning credentials supported by ongoing education
14+ Years Experience in the financial services industry
Founder-Led Greenwing Wealth Management established in 2021
Cetera Affiliation Securities offered through Cetera Wealth Services, LLC
Who Greenwing Is For

Your Life May Not Fit a Standard Financial Template

Traditional planning models can feel disconnected from the way people actually live, build businesses, support families, and make decisions. Greenwing is designed for people who want the full picture to remain part of the conversation.

Business Owners

Your business and personal finances overlap. You want an advisor who understands cash flow, concentration, liquidity, taxes, growth, succession, and the decisions that connect them.

Individual Investors and Families

You want to understand the reasoning behind your plan rather than receive a stack of recommendations without enough context.

Investors Who Prefer Active Oversight

You value research, ongoing attention, and a real person evaluating how investment decisions fit into the rest of your financial life.

People Who Value Candor

You would rather have a direct and intellectually honest conversation than receive easy reassurance or hear only what you expected to hear.

The Greenwing Difference

Direct When It Matters. Human All the Time.

Austin’s sense of humor is often one of the first things people notice. It makes conversations approachable, but it should not be mistaken for a lack of depth.

Behind the personality is a CFP® professional, business owner, author, speaker, active investment manager, husband, father, and community advocate who takes the responsibility of advising people seriously.

Do not be fooled by the sense of humor. The work is thoughtful, researched, and grounded in direct conversation.
01

Business-Owner Perspective

Austin understands that ownership brings opportunity, pressure, competing priorities, and financial decisions that rarely stay inside one neat category.

02

Active Management

Greenwing researches and evaluates actively managed strategies rather than treating investment management as an automatic, set-it-and-forget-it process.

03

Direct Ownership

Clients are encouraged to understand their plan, evaluate the available tradeoffs, and remain connected to the decisions being made.

04

Independent Thinking

The objective is not agreement for agreement’s sake. It is to bring clear reasoning, useful perspective, and intellectual honesty to the conversation.

Feeling Elfish podcast by Greenwing Wealth Management

Listen Wherever You Prefer

The podcast brings Austin’s personality into longer-form conversations with guests who have something meaningful, interesting, or unexpected to share.

Rooted in the Community

A Local Business Led by Someone Who Shows Up Locally

Greenwing is not a digital-only brand built around polished financial language. Austin lives, works, raises his family, and serves in the communities surrounding Helotes and San Antonio.

His involvement reflects the same perspective that guides the firm: time, attention, relationships, and participation matter.

Green-winged duck beside the water
The Heart Behind the Name

Greenwing Exists as a Reminder

Greenwing Wealth is named in honor of Evan Jarrett, Austin’s brother-in-law and friend. Evan’s life continues to shape the way Austin thinks about relationships, stewardship, and what real wealth means.

“The only real asset anyone has is time.”

Money matters because of what it supports: the people we love, the responsibilities we carry, and the life we have the opportunity to live. That perspective is woven into Greenwing more deeply than any credential or investment philosophy.

Take the Next Step

Start Where You Are Comfortable

Ready to talk? Choose a time below. Still gathering information? Start with the complimentary business-owner checklist.

Primary

Schedule a Conversation

Select a time to discuss your financial situation, the questions on your mind, and whether Greenwing’s approach feels like an appropriate fit.

View Austin’s Calendar
Complimentary Resource

Download the Business Owner Checklist

Review the financial considerations that often change as a business moves from early growth through maturity, transition, and long-term legacy planning.

Get the Checklist
Schedule a Conversation

Find a Time That Works for You

Choose an available time to connect with Austin and begin a straightforward conversation about what is currently on your mind.

Having trouble viewing the scheduler? Open Austin’s calendar in a new window.