Broker Check

The Bottom Line Results

Greenwich Financial Advisors clients typically derive the following benefits (and more):

  •  A comprehensive financial plan that illustrates the impact that their goals will have on current and future net worth.
  • Personalized tax advice regarding current and future financial matters.
  • Estate planning options specifically tailored to help clients transfer their wealth as tax efficiently as possible.
  • A transition plan for implementing the customized asset allocation and investment recommendations outlined in their financial plan.
  • Access to world-class institutional managers.
  • Quarterly performance reports versus a customized index on all of their investment assets.
  • Financial plan revisions for major lifestyle changes.
  • Continuous financial assistance to navigate all multifaceted issues associated with retirement.
  • Access to an integrated financial team approach to assist clients with wealth continuity issues from generation to generation.