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Top Financial Advisors in Greenwich, CT

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Finding a Top Financial Advisor Firm in Greenwich, Connecticut

Looking for a financial advisor in Greenwich, Connecticut? We've compiled this list of the top financial advisors in the city, with details on each firm's advisory services, client bases, minimums, investment strategies, advisory certifications and more. If you'd like to automatically connect with as many as three advisors in your area, try using SmartAsset's free financial advisor matching tool.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Greenwich Wealth Management, LLC Greenwich Wealth Management, LLC logo Find an Advisor

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$2,197,148,626 $1,000,000
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

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How We Found the Top Financial Advisors in Greenwich, Connecticut

To find the top financial advisors in Greenwich, Connecticut, we first identified all firms registered with the SEC in the state. Next, we filtered out firms that don't offer financial planning services; those that don't serve primarily individual clients; and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

Greenwich Wealth Management

Greenwich Wealth Management, LLC

Greenwich Wealth Management, LLC (GWM) is currently the first and only firm on our list. The firm's client base consists almost entirely of high-net-worth individuals, and there is a $1 million minimum account size requirement. Other client types the firm works with include non-high-net-worth individuals, pension plans, profit-sharing plans, charities and businesses.

GWM is a fee-only advisory firm, which means that it earns income directly from client fees only. This is different from fee-based firm whose advisors may also receive commissions and other forms of third-party compensation.

Greenwich Wealth Management Background

Managing partner Michael J. Freeburg founded Greenwich Wealth Management in 2006. He remains the firm's principal owner to this day and has around 40 years of experience in the financial services industry. The firm employs three chartered financial analysts (CFAs).

GWM provides invesment advisory services to clients through custom portfolios that are managed on a discretionary basis. The firm also offers general financial planning services.

Greenwich Wealth Management Investment Strategy

Advisors at Greenwich Wealth Management look to tailor their investment strategies to the needs of each client based on factors such as their financial objectives, time horizon, liquidity needs and risk tolerance. They use fundamental, technical and macro-economic analysis to help inform their investment decisions. The firm uses these three methods to figure out which securities are currently being undervalued by the market so it can invest your money in them.

Generally speaking, advisors at GWM use stocks, bonds, mutual funds, futures contracts, exchange-traded funds (ETFs) and more to flesh out clients' portfolios. Advisors implement both short- and long-term purchases, as well as options, trading, short sales and margin loans in an effort to produce returns.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research