Greenwich Advisors | Financial Advisors

Private Wealth Management

The trusted investment advisers for wealthy individuals, their families, and their family offices.

Why Clients Choose Us

Trust

We dedicate ourselves to our clients and put their interests above our own. We value client privacy and maintain the highest level of discretion with our clients’ affairs.

Objective

We are an independent adviser, unaffiliated with a big bank or brokerage firm, allowing us to select and offer our clients a variety of best in class investment solutions.

Transparent

We charge a transparent fee based on a percentage of assets under management. We do not charge commissions nor do we receive distribution fees from the investments we recommend.

Innovative

Our investment professionals are dedicated practitioners of investing who continually strive to create innovative investment solutions and processes for our clients.

Safekeeping of Assets

Our clients assets are deposited with qualified custodians such as Pershing LLC, a subsidiary of Bank of NY Mellon, or with Charles Schwab & Co., Inc. Pershing LLC has approximately $1.7 trillion in global client assets, and Charles Schwab & Co., Inc. has over $3.2 trillion in client assets.

Personal Service

We deliver first class personal service and our highest effort to each and every client.

Insights

Hazards to Your Wealth

June 19, 2020

Humans are instinctual and have biases. The spontaneity, quick reactions, optimism, confidence, ingenuity, and emotion are..

Timing the Market

November 26, 2019

Timing the stock market is an investing technique where investors attempt to invest during times of upwardly moving stock prices..

Leaving an Employer or Retiring

March 22, 2019

If you are planning to, or have recently retired or left your job, then you have a very important decision to make regarding your 401k.

Request an Introduction

500 W. Putnam Ave. Suite 400
Greenwich, CT 06830
DIRECTIONS

45 Rockefeller Plaza 20th Floor
New York, NY 10111
+1.203.489.0700

Disclaimer: This website is intended for educational and informational purposes only and is not intended to be, nor should it be construed as, investment advice or an offer to sell, or an solicitation of an offer to purchase, securities of any fund managed, or to be managed, by Greenwich Advisors, LLC. Powered by M16 Marketing

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