Planning with Purpose... Investing with Confidence
Greenwich Bay Wealth Management focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
If you died, what would happen to your email archives, social profiles and online accounts?
Even low inflation rates can pose a threat to investment returns.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.