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.
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.
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.
In a 2023 survey, 37% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. Regardless of your confidence, however, being aware of potential healthcare costs during retirement may allow you to understand what you can pay […]
233 Main Street | East Greenwich, RI 02818
401-884-7707 | Fax: 401-884-7717
Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing. Full disclosure can be found here.
Greenwich Bay Wealth Management is registered to offer securities in the following states: CA, CT, FL, IN, OH, RI.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., Registered Investment Advisors. Cambridge and Greenwich Bay Wealth Management are not affiliated.
Cambridge does not offer tax or legal services.
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April 15, 2024
Weekly Market Insights: Stocks Startled By Inflation, Conflict Presented by Greenwich Bay Wealth Management Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions. Inflation Spooks Markets On Wednesday, the March Consumer Price Index (CPI) report rattled markets, revealing that inflation accelerated slightly more than expected. Bond yields rose, and […]