Greenwich Wealth Management, LLC is an SEC registered Investment Advisory Firm located in Greenwich, Connecticut. As a privately owned boutique firm, we develop and manage custom tailored investment portfolios without the need to promote internal products. GWM was opened in December, 2006 by founder and principal owner Michael J. Freeburg.
GWM’s investment advisory services are available to high net worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and profit sharing plans. GWM charges a fixed annual fee as a percentage of assets under management when managing client assets and investment portfolios at qualified custodians.
GWM also offers third party investment managing and monitoring services. GWM will provide this service to high net worth individuals and their families, trusts, estates, corporations and profit sharing plans.
GWM provides continuous advice to clients regarding the investment of client funds based on the individual needs of the client. In initial discussions, goals and objectives based on a client’s particular circumstances are established. These are then developed into a client’s personal investment guidelines at which point GWM executes and manages this portfolio based on these guidelines. Securities will be selected for inclusion within the client portfolio based on factors such as the risk tolerance of the client, liquidity needs, the adequacy of portfolio diversification among markets, sectors, industries, investment objectives and tax considerations.
Clients will retain individual ownership of all securities and have the opportunity to place reasonable restrictions on the types of investments made.