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.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Greenwich Wealth Management, LLC Find an Advisor||$2,197,148,626||$1,000,000|| || |
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What We Use in Our Methodology
To find the top financial advisors in Greenwich, we first identified all firms registered with the SEC in the city. 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:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.
Greenwich Wealth Management
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.