What does it mean that Greenwich Advisors is a fiduciary?
As a fiduciary, Greenwich Advisors is legally and ethically obligated to always act in your best interest. Large banks and brokerages firms operate under the suitability standard, allowing them to offer investments which are in their best interest, rather than yours.
How does Greenwich Advisors get paid?
We charge our clients a transparent fee based on a percentage of the assets under management. Our fees tend to be significantly lower than most Wall Street Banks and Brokers.
Who do you typically work with and do you have a minimum account size?
We work primarily with high-net-worth individuals, families, business owners, and corporate retirement plan sponsors. We frequently work with clients with greater than $10 million in assets, and our minimum account size is $2,000,000.
Where is Greenwich Advisors located?
Our office is in Greenwich, Connecticut where we meet and work with clients. Additionally, we service clients remotely throughout the United States.
What services do you offer?
Greenwich Advisors offers a suite of sophisticated financial services including:
- Private wealth management tailored to individual and family needs
- Investment management strategies aligned with client goals
- Trust investment management ensuring fiduciary stewardship of trusts
- Investment advice integrated throughout the estate planning process
- Financial planning and consulting to optimize financial outcomes
- Detailed financial reporting of assets managed internally and externally
Why Greenwich Advisors and what will I get?
- You will have access to experience and expertise to help you grow and preserve your wealth.
- You will receive exceptional personal service and our highest effort, an experience unlike any other.
- You will be listened to and understood so together we can plan for your best financial life.
How can I get started?
Contact us to schedule an introductory call. We’ll discuss your financial goals, explain how we work, and determine whether our services align with your needs. There’s no cost or obligation.
Don’t see your question here?
We’re happy to answer it. Contact Us.
Request More Information
"*" indicates required fields
Contact Us
