Deliberately focused
and deeply structured.
When Brendan O’Rourke joined Dennis O’Leary’s practice in 2021, Greenway took its current shape. With him, Brendan brought years of experience managing wealth at the family-office level in Los Angeles, along with a structured investment philosophy.
That’s the foundation for how Greenway works today. The tools, planning frameworks, and discipline once reserved for the most complex financial situations are now the standard for every client relationship.
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Brendan O’Rourke, CFP®, EA
Managing Partner & Advisor
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Dennis O’Leary, CFP®
Partner & Advisor
Meet the team.
Greenway is a focused practice by design. Each client relationship is handled personally by the advisor, from the first conversation through every decision that follows.
What guides our work.
Stewardship.
Wealth carries obligations that outlast any single generation. Managing it well means thinking about where it’s going and what it will become.
Clarity Over Complexity.
Financial lives rarely stay simple. The more pieces there are, the harder it becomes to see how they connect. Our job is to hold all of them in view at once.
Long-Term Discipline.
Your strategy accounts for change in advance, so when it comes, the response is already part of the plan.
For the years ahead,
and the ones after that.
We partner with families approaching retirement to give their full financial structure the attention it deserves, now and for the generations that follow.
