• financial independence

About Greenwich Bay Wealth Management

Strategies for Your Wealth Management Needs: We help you create a personalized strategy with your lifestyle goals in mind. Based on our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it regularly to help you stay on track.

Services and Strategies

  • Retirement planning
  • Risk management
  • Tax strategies
  • Estate planning
  • Insurance
  • Business strategies
  • Investment planning
  • Gifting strategies
  • Education planning

Experience Matters

The Financial Professionals at Greenwich Bay Wealth Management provide investment management and financial planning services to families, individuals and businesses of all sizes. It is our mission to improve the investment experience for our clients by removing the emotional barriers to success. We are passionate about creating the optimum balance between living today to the fullest and planning for tomorrows financial goals.

We differentiate ourselves by providing advice for life. Advice for life is a client-centric, holistic approach to financial guidance that reflects your priorities and specific life circumstances. Life Happens, don’t be unprepared. Let us help you plan for the unexpected, anticipate change and adjust your plans as necessary.

About Cantella

Cantella & Co., Inc is our firm’s broker /dealer and RIA: that means they provide us with extensive support behind the scenes so that we can spend more time focusing on your goals. With Cantella’s advisor infrastructure, operational support, technology solutions, and service capabilities, we can offer you an institutional-quality investment experience. Cantella has been an innovator in the financial servicing industry for over 65 years and has ben championing independent advisors for over 25 years.