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.
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.
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.
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.
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.
You want to understand the reasoning behind your plan rather than receive a stack of recommendations without enough context.
You value research, ongoing attention, and a real person evaluating how investment decisions fit into the rest of your financial life.
You would rather have a direct and intellectually honest conversation than receive easy reassurance or hear only what you expected to hear.
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.
Austin understands that ownership brings opportunity, pressure, competing priorities, and financial decisions that rarely stay inside one neat category.
Greenwing researches and evaluates actively managed strategies rather than treating investment management as an automatic, set-it-and-forget-it process.
Clients are encouraged to understand their plan, evaluate the available tradeoffs, and remain connected to the decisions being made.
The objective is not agreement for agreement’s sake. It is to bring clear reasoning, useful perspective, and intellectual honesty to the conversation.
The podcast brings Austin’s personality into longer-form conversations with guests who have something meaningful, interesting, or unexpected to share.
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.
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.
Ready to talk? Choose a time below. Still gathering information? Start with the complimentary business-owner checklist.
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 CalendarReview the financial considerations that often change as a business moves from early growth through maturity, transition, and long-term legacy planning.
Get the ChecklistChoose 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.