Broker Check

Welcome to Green Valley Wealth Management

As your advisors, our job is to give you answers to your financial questions, in plain English, so that you can make educated and informed decisions about your retirement. Our website will walk you through our carefully designed process to show you exactly how our team can help make your retirement a success.

"Go confidently in the direction of your dreams! Live the life you've imagined." - Thoreau

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

Who We Serve

Who We Serve

Are you in or nearing retirement? We do our best work with people just like you! You face many decisions and have many questions when retiring. With our collaborative partnership approach, together we will work through your questions and help you feel confident in your decisions as you transition from working to retirement.


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Financial Advice Shouldn't Be Complicated.

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Meet Your Team

Phyllis Lancaster

Phyllis G. Lancaster, CFP®

CERTIFIED FINANCIAL PLANNER™

(336) 676-6900

(336) 676-6901

Susan Rizzi

Susan Rizzi, CFP®

CERTIFIED FINANCIAL PLANNER™

(336) 676-6900

(336) 676-6901

Beth Barton

Beth Barton

Director of Client Services

(336) 676-6900

(336) 676-6901

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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