Linsco/Private Ledger

At Greenwich Bay Wealth Management, we understand that every individual and family has unique financial circumstances. That's why we focus on getting to know you and understanding your personal needs. Our financial professionals will work with you to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we can help you anticipate and plan for the future.

Who We Are

At Greenwich Bay Wealth Management, our mission is to improve the investment experience for our clients by removing the emotional barriers to achieving their goals. We are dedicated to creating the optimum balance between living today to the fullest and planning for tomorrow's financial goals. We are accountable to our clients - we say what we do and do what we say. We differentiate ourselves by providing advice for life - a client-centric, comprehensive approach to financial guidance that reflects your priorities and specific life circumstances.

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 financial plan that supports your objectives, then monitor it regularly to help you stay on track. We commit to helping you make more informed and effective financial decisions that will allow you to feel relieved, confident, self-assured, and empowered - and feel good about your wealth.

Our Services

We offer a range of services designed to help you achieve your financial goals. From financial planning to investment management, we can help you:

• Create a customized financial plan that aligns with your lifestyle goals
• Develop an investment strategy tailored to your risk tolerance and time horizon
• Monitor and adjust your financial plan as your goals and circumstances change

About Caring for Aging Parents

As more people live longer lives, it's become increasingly common for families to care for aging parents. In fact, the population of Americans aged 65 and older has grown 38% in the past decade and is expected to reach 82 million in 2050. At Greenwich Bay Wealth Management, we understand the emotional and financial challenges that come with caring for an aging parent. Our experienced financial professionals can help you navigate these challenges and create a plan that supports your family's needs.

Weekly Market Insights

At Greenwich Bay Wealth Management, we believe it's essential to stay informed about market trends and economic events. That's why we provide regular market insights, including information on stocks, bonds, and other investment vehicles. Our goal is to help you make informed decisions about your financial future.

Investing

Investing involves risk, and it's essential to understand the potential risks and rewards before investing. Our financial professionals can help you develop an investment strategy that aligns with your risk tolerance and time horizon.

Disclosures

Please carefully consider investment objectives, risks, charges, and expenses before investing. Investing involves risk and you may incur a profit or a loss.