About Us


GREENWICH WEALTH MANAGEMENT (GWM) is an SEC Registered Investment Advisory Firm located in Greenwich, Connecticut. As a privately owned, independent boutique, we develop innovative, custom-tailored investment strategies without the pressure to promote internal products. Our advisors work with you to determine your tolerance for risk and to develop a financial roadmap that gives you the utmost comfort while striving to preserve and enhance your personal or family wealth.

As a GWM client, you benefit from our dedication to personal attention – even with issues beyond your portfolio. You also gain from state-of-the-art technology, such as global electronic trading, which provides access to sophisticated investment products and opportunities through our relationships with large banks, brokers and investment professionals around the world.

GWM’s investment advisory services are available to high net worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and profit sharing plans for a percentage of assets under management.

We point you toward the financial goals and personal achievements that are important to you.

WEALTH gives you the freedom and security to provide for your family and to pursue a fulfilling life. Shouldn’t you require the freedom and security you’re accustomed to from your wealth management company?
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