Greenwich Financial Advisors, LLC

Greenwich Financial Advisors, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, and business entities. Its offerings include comprehensive portfolio management, financial planning and consultations, annuity management, and specialized work such as corporate and personal tax planning, cost segregation studies, corporate structure advice, real estate analysis, and retirement and estate planning.

The firm constructs portfolios using a blend of fundamental, technical and cyclical analysis and applies a wide range of strategies — from long‑term holdings to active trading, options (covered calls and spreads), margin and short sales, and allocations to alternative investments — selecting tactics based on each client’s objectives and risk tolerance. Managed accounts are reviewed regularly (at least monthly for comprehensive management) with periodic rebalancing and adjustments, and written plans are delivered for formal planning engagements.

Compared with many peers that focus primarily on portfolio management and percentage‑of‑AUM billing, Greenwich highlights tax‑and corporate‑oriented advisory services (including cost segregation and corporate structure work) reflected in the brochure’s listing of the firm principal’s accounting education and prior CFO experience. The firm also combines annuity management and access to less commonly used trading and alternative strategies, and it relies on a recommended qualified custodian and institutional reporting/tools (e.g., Schwab custody and Black Diamond billing) to support its services.