Plan with Purpose. Invest with Confidence.
Greenwich Bay Wealth Management focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future.
Jim Joly, board member for Meals on Wheels RI, pictured with Rhode Island State Treasurer Seth Magaziner as part of the kickoff for MOWRI “March for Meals”.