• Finish Well...

    retirement planning

Plan with Purpose. Invest 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.

James Joly

Who We Are

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 achieving your goals. We are dedicated to creating the optimum balance between living today to the fullest and planning for tomorrow’s financial goals.

We are accountable to our clients – we say what we do and do what we say. We differentiate ourselves by providing advice for life. Advice for life is a client-centric, comprehensive 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.

What We Do

Strategies for Your Wealth Management Needs: We help you create a personalized strategy with your lifestyle goals in mind. Based on our discovery process, we work with you to build an appropriate financial plan that supports your objectives, then monitor it regularly to help you stay on track. We are committed to helping you make more informed and effective financial decisions that will allow you to feel relieved, confident, self-assured and empowered- and feel good about your wealth.

Check the background of investment professionals on FINRA’s BrokerCheck.

Estimating the Cost of College

It doesn’t take a degree in finance to see that the cost of college continues to rise. In its 2023 report, the College Board showed that in-state tuition and fees at private non-profit four-year institutions increased by 5% in inflation-adjusted dollars between the 2013-14 and 2023-24 school years.1 For many families, the lion’s share of […]

March 25, 2024

Weekly Market Insights: Fed Talk Boosts Stocks Presented by Greenwich Bay Wealth Management Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Stocks Bounce Back As widely expected, the Fed left rates unchanged at […]