Green Valley Wealth Management

Green Valley Wealth Management has Merged with Mission Wealth

Green Valley Wealth Management’s accomplished team strengthened Mission Wealth’s existing client service experience in North Carolina and established a strong presence in the Southeastern Region.
hands with puzzle pieces

Green Valley Wealth Management is Now Part of Mission Wealth

On October 4, 2022, Mission Wealth LP announced our merger with Green Valley Wealth Management, an investment firm that operated out of Greensboro, NC, and oversaw approximately $90 million in assets under management. Green Valley Wealth Management’s accomplished team strengthened Mission Wealth’s existing client service experience in North Carolina. The partnership established a location in the Southeastern Region, allowing Mission Wealth to serve the needs of future clientele in this region.
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A Growing Team With More Resources

If you need to reach us, please use the updated contact information below.
Phyllis Lancaster, Partner and Senior Wealth Advisor Mission Wealth

Phyllis Lancaster, CFP®
Partner and Senior Wealth Advisor
Phone: (336) 676-6900
plancaster@nullmissionwealth.com

Susan Rizzi Partner and Senior Wealth Advisor (1)

Susan Rizzi, CFP®
Partner and Senior Wealth Advisor
Phone: (336) 676-6900
srizzi@nullmissionwealth.com

Beth Barton Client Service Representative (1)

Beth Barton 
Client Service Representative
Phone: (336) 676-6900
bbarton@nullmissionwealth.com

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Location Information

We will continue to serve clients remotely and in-person from the following location.
Greensboro

Greensboro

3608 W. Friendly Ave
Suite 100
Greensboro, NC 27410

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