Building Bright FuturesFinancial Planning for Your Family

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I founded GreenLife Advisors in 2018 to transform the typical financial advising relationship into one that genuinely serves clients with non-judgemental and personalized experiences tailored to each client's unique needs and goals.

Our sole focus is helping families—many  are first-generation Americans or recent immigrants—get organized and set up for long-term financial success. My clients come from widely diverse backgrounds. I also welcome LGBTQ+ clients and provide a welcoming environment.  I respect and value each family. Everything we do, from our services to operations to outreach, ladders up to this purpose.

What inspires me most is the personalized experience we've created. While my degrees in business and finance allow me to handle the analytical details, my real passion is spending time with clients and guiding them toward the future they envision.

I am uniquely positioned to help you and your family through both my personal experiences and the knowledge gained from working directly with families like yours. I also understand working parents' time demands and needs, having been one myself for years. I'm a mother of two teenagers, one of whom is part of the LGBTQ+ community. I'm also the proud owner of a very fluffy mini Goldendoodle, Skylar, pictured here.

ABOUT Tamara Witham

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GreenLife Advisors & Schwab Advisor Services™

Schwab Advisor Services™ is one of the world's largest providers of financial services, and has more advisor clients than any other custodian1. Schwab Advisor Services™ provides custody, trading, and the support services of ©Charles Schwab & Co., Inc. ("Schwab"), to independent investment advisors. Independent investment advisors, like GreenLife Advisors, LLC ("GreenLife"), are not owned by, affiliated with, or supervised by Schwab.

The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, ©Charles Schwab & Co., Inc. (Member SIPC) through Schwab Advisor Services™, provides clearing, custody, and other brokerage services to GreenLife Advisors, LLC.

  1. Working with Schwab provides GreenLife access to a wide range of institutional products and services at a low cost so we can effectively serve the needs of our clients.
  2. Through our relationship with Schwab, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Schwab brokerage account

Services

Comprehensive Wealth Management Services

When we manage your financial life and allow you to focus more on your day-to-day life. We help clients keep more of their hard earned money to use toward their dreams by avoiding costly mistakes.

Mistakes we work to avoid:

  • Not having an estate plan in place
  • Not having an emergency fund
  • Surprise taxes owed at year end
  • Not carrying appropriate insurance or being underinsured

You are free to choose between comprehensive financial planning with investment management included or hourly services. Always with one low transparent fee.

Ongoing Fees for Families begin at $1,000/quarter.

Hourly Fees are $350/hour.

Investment Management Services

When you require just ongoing investment management services.

Mistakes we work to avoid:

  • Heavy concentrations in one stock
  • Short-term trading resulting in high taxes
  • Locating high dividend or taxable interest investments in accounts that are taxed
  • High fee active managers

Portfolio Management Fee based on assets under management.

Address: 500 Mamaroneck Ave, Suite 320Harrison, NY 10528

Email: [email protected]

Phone no: (914) 315-4755

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