Greenwing Wealth Management

Greenwing Wealth Management Money matters—but it’s not the point. We help you build a financial life that supports what actually matters.

Investment Advisor Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

07/17/2026

Don't miss Spread the Loaves owners Sophie and Justin talk about their experiences starting growing their local and beloved bakery!

Avaiable on Spotify, Apple and YouTube!

07/14/2026

TOMORROW, Sophie and Justin - The owners of Spread the Loaves 🥖join The Feeling Elfish Podcast! Circle your calenders to listen but in addition to the podcast realease:

❗️The first 25 customers at 🍞 get a FREE Cinnamon Roll with their order compliments of us at Greenwing Wealth! Check out the new bakery location and learn more about their story in episode 7 of the Feeling Elfish Pod!

We have a unique passion around helping business owners. Thats why we have a step by step guide to help business owners ...
07/08/2026

We have a unique passion around helping business owners. Thats why we have a step by step guide to help business owners get their arms around how their financial goals fit into their business! Link to the guide in in the comments!

07/03/2026

If we had a nickel for every time a someone said "I wish someone told me this when I was younger" or "I wish my kids have this taught in school."

Well here is your opportunity to get engaged or reengaged in your finances by learning or reviewing these concepts!

Hope to see you there!

Greenwing Wealth Management is hosting a complimentary opportunity for anyone looking for an introduction to personal fi...
07/02/2026

Greenwing Wealth Management is hosting a complimentary opportunity for anyone looking for an introduction to personal finance or wanting to brush up on their financial literacy. 📚

⏰July 21st at 9:30am via Zoom.

🚨This live course will be instructed by our founder Austin Lane, CFP® and will last between 60 - 90 minutes. Depending on feedback and demand we will add other opportunities to attend.

✅You do need to register, see comments for link. No cost to attend.

Feel free to share this or ask any questions you might have!

"We feel strongly that investment doesn't just go one way, and if we ask for people to invest with us, it is our obligation and privilege to invest in our community first."
-Austin Lane, CFP®

07/01/2026

Episode 6 of the Feeling Elfish Pod is out! Join Business Coach, Entrepreneur and Author of the children's books 📘📔 “Big Buck Gives, Saves and Spends” and “Little Penny Gives, Saves and Spends.” Books are available at a number of retailers, including The Twig Bookshop at Historic Pearl and Amazon. Make sure you tune in to the full podcast - links below!

https://open.spotify.com/show/5dHUWJB8zB99bcsUvqYCJP...

https://podcasts.apple.com/.../feeling-elfish/id1895064720

https://www.youtube.com/

Address

14751 Old Bandera Road #1101
Helotes, TX
78023

Telephone

+12102010051

Website

Alerts

Be the first to know and let us send you an email when Greenwing Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Greenwing Wealth Management:

Shortcuts

Share

Category