Broker Check

Greenwich Bay Wealth Management

401-884-7707
james.joly@lpl.com

 

The Financial Professionals at Greenwich Bay Wealth Management provide investment management and financial planning services to families, individuals and businesses of all sizes.  It is our mission to improve the investment experience for our clients by removing the emotional barriers to success.  We are passionate about creating the optimum balance between living today to the fullest and planning for tomorrows financial goals.

We differentiate ourselves by providing advice for life.  Advice for life is a client-centric, holistic  approach to financial guidance that reflects your priorities and specific life circumstances.  Life Happens, don’t be unprepared. Let us help you plan for the unexpected, anticipate change and adjust your plans as necessary.