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.