Meet the Team
Our Team Approach
Our work as financial professionals is rooted in a deep personal commitment to our clients and our community. Greeney Wealth partners with two independent female wealth advisors, forming Collective Legacy & Wealth. This collaborative structure allows clients to experience the care and continuity of Greeney Wealth, supported by a broader team with complementary skills and perspectives.
Erika Greeney
Wealth Advisor
Erika Greeney is the founder and CEO of Greeney Wealth, a boutique planning firm dedicated to providing clarity and confidence. With experience guiding families, couples, and individuals, Erika has built her practice on the belief that...
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