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Coordinated Team Approach

After ascertaining your needs and preferences, GFA will work alongside your CPA, attorney and other trusted advisors to design and implement a comprehensive wealth plan. If required, GFA can select appropriate trusted advisors from its team of strategic partners enhance your current and future needs and objectives.

Having Greenwich Financial Advisors as a single point of contact provides you with continuity of communications and ease in understanding complex financial matters which can be critical when dealing with multi-layered issues and cross-disciplinary strategies.