Broker Check

Green Valley Wealth Management

(336) 676-6900

Mission Statement

At Green Valley Wealth Management, we have the client—and only the client—in mind.

We make independence possible for our clients by creating custom financial and life solutions, and by always doing what is best for them. 

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.