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 achieving their goals. 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 Cambridge
Cambridge Investment Research, Inc. is an internally controlled financial solutions firm dedicated to serving independent financial advisors and their clients. We offer a flexible range of solutions in the areas of advice, growth, technology, independence, and more. Cambridge is guided by its core values of integrity, commitment, flexibility, and kindness.
We are innovators, problem solvers, and game changers. We are independent. We are Cambridge.