How We Work

This Is Not Your Parents’ Financial Advisor

Greenwing combines independent thinking, active investment oversight, direct communication, and a planning relationship that keeps you connected to the decisions shaping your financial life.

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Audacious. Willing to think independently rather than defaulting to the industry’s most familiar answer.

Active. Investments and financial plans are researched, monitored, and revisited rather than left on autopilot.

Honest. Clear explanations, direct feedback, and accountability for the reasoning behind each recommendation.

The Greenwing Approach

A Different Kind of Advisory Relationship

These principles influence how Greenwing evaluates investments, communicates recommendations, and works alongside clients over time.

Audacious

Greenwing is willing to question common assumptions, examine alternatives, and explain why a less conventional approach may deserve consideration.

Active

Investment strategies and financial plans receive ongoing attention. Decisions are researched, monitored, and reconsidered as markets and personal circumstances evolve.

Honest

Clients receive clear reasoning rather than vague reassurance. If a strategy no longer fits, the conversation should acknowledge it directly.

Active by Design

Your Investments Should Not Be Left on Autopilot

Greenwing researches actively managed investment strategies with defined security-selection processes, then considers how those strategies fit within its capital-market assumptions, economic outlook, and each client’s broader financial picture.

Austin takes ownership of the investment philosophy rather than hiding behind whatever happens to be the industry default.

Investment Philosophy

Deliberate Decisions, Clearly Explained

Passive investments may have a place in a portfolio, but they are not Greenwing’s automatic starting point. The firm evaluates actively managed strategies, individual investment options, market conditions, and the role each holding is intended to serve.

Research First Investment decisions begin with an identifiable process, supporting data, and a clear reason for inclusion.

Human Judgment Greenwing values experienced people making deliberate decisions, particularly when markets become difficult.

Ongoing Monitoring Strategies are reviewed rather than assumed to remain appropriate indefinitely.

Portfolio Context An investment is evaluated by how it fits within the complete portfolio and financial plan.

Active does not mean constant trading.

It means remaining engaged, understanding what is owned, and having a defensible reason to hold, change, or replace a strategy.

What the Relationship Looks Like

Greenwing May Manage the Account. You Still Own the Plan.

Working with an advisor should not require handing over your financial life and hoping for the best. You should understand the plan, participate in the important decisions, and know why a recommendation is being made.

Austin’s role is to bring research, judgment, structure, and experience to the relationship while keeping you connected to the process.

Advice should create greater understanding—not greater dependence.

Proactive Communication Greenwing reaches out when market conditions, planning issues, or changes in your circumstances deserve a conversation.

Direct Conversations Recommendations, concerns, and tradeoffs are discussed plainly rather than buried beneath jargon.

Collaborative Planning Your experience, preferences, responsibilities, and questions remain part of the decision-making process.

Direct Access to Austin The relationship is built around access to the advisor responsible for understanding your situation and guiding the work.

What to Expect

A Clear Path From First Conversation to Ongoing Partnership

The process is intentionally straightforward. You will know what the next step is, what Greenwing needs from you, and what you can expect in return.

Introduction Call

Discuss what prompted the conversation, the questions currently on your mind, and whether Greenwing’s approach appears to fit what you are looking for.

Complimentary

Financial Review

Greenwing reviews your accounts, resources, planning documents, responsibilities, and priorities to understand the complete financial picture.

No Jargon

Proposal

Austin presents the recommended scope of work, planning priorities, investment approach, fees, and the reasoning behind the proposed relationship.

You Decide

Ongoing Partnership

The plan is implemented, monitored, discussed, and adjusted as your life, business, investments, and financial environment evolve.

Active and Ongoing

After the Plan Is Built

The Work Continues as Your Life Changes

Financial planning is not treated as a one-time document. The relationship is structured around continued communication, monitoring, and adjustment.

Scheduled Reviews

Dedicated review conversations create space to evaluate progress, new questions, and changes in priorities.

Proactive Outreach

Austin may initiate a conversation when markets, legislation, or planning developments deserve attention.

Plan Updates

The financial plan is revisited as income, family circumstances, businesses, retirement, and responsibilities change.

Investment Monitoring

Investment strategies and portfolio roles are monitored and may be adjusted when the reasoning or circumstances change.

Professional Coordination

When appropriate, Greenwing can collaborate with your CPA, attorney, or other professional advisors.

Access Between Reviews

Questions do not need to wait for the next scheduled meeting. Clients can contact Austin as decisions and concerns arise.

A Transparent Structure

Greenwing and Cetera: How the Relationship Works

Financial-services relationships can become confusing when firms hide important names and structures in the fine print. Greenwing would rather explain them directly.

The Structure Behind Your Accounts

Greenwing Wealth Management and the Cetera entities are under separate ownership. Each party serves a different role in the relationship.

Greenwing Wealth Management The privately owned firm through which Austin builds client relationships, delivers planning, and applies Greenwing’s investment philosophy.

Cetera Wealth Services, LLC The FINRA- and SIPC-member broker-dealer through which securities are offered.

Cetera Investment Advisers LLC The SEC-registered investment adviser through which advisory services are offered.

Pershing, LLC Pershing generally executes and clears transactions and acts as custodian for Cetera Wealth Services brokerage accounts. The specific arrangement can vary by account.

Why It Matters

Independence With Established Infrastructure

This structure allows Greenwing to maintain its own identity, relationships, and approach while using Cetera’s broker-dealer, advisory, compliance, operational, technology, and investment infrastructure.

Greenwing remains responsible for the client relationship and financial-planning experience.

Cetera provides regulatory and operational support behind the advisory and brokerage relationship.

Account documents identify the applicable entity, custodian, services, costs, and responsibilities.

Questions about fees, custody, or account structure are welcome before any paperwork is completed.

Securities are offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera entities are under separate ownership from Greenwing Wealth Management.

Your Next Step

Start With a Straightforward Conversation

The first meeting is an opportunity to discuss your situation, understand how Greenwing works, and determine whether the relationship appears to fit both sides.

Schedule a Conversation See Who Greenwing Serves

No Financial Sales Theater

Bring the questions you actually have. Austin will explain what he sees, where Greenwing may be able to help, and what the next step would look like.

Schedule a Conversation

Find a Time That Works for You

Choose an available time to connect with Austin and begin a direct conversation about your current situation and what you are looking for from an advisory relationship.

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