Jim Joly, President and Financial Consultant at Greenwich Bay Wealth Management, recently presented a “Social Security, Retirement and 2020 Tax Updates” workshop to a packed house at 1149 Restaurant in East Greenwich.

 

Rhode Island State Treasurer Seth Magaziner was a recent guest of Greenwich Bay Wealth Management at a socially distant dinner held at Circe Restaurant in East Greenwich.

The Treasurer and GBWM Financial Consultant Jim Joly led discussions on  asset allocation and its effect on portfolio performance and the state of the state’s investments.