Boca Raton, FL Office

Great Wealth Investments provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, and also works with trusts, estates, and business entities. The firm typically implements equity and ETF‑based strategies and, in limited cases, advises on other instruments including cryptocurrencies, direct indexing, and Securities‑Backed Lines of Credit.

The firm customizes asset allocations to client goals, monitoring accounts on an ongoing basis and rebalancing as conditions or client circumstances change; its stated investment approach emphasizes long‑term purchases with selective short‑term trading and uses fundamental, technical, charting, and modern portfolio theory tools. Custodial relationships are maintained with major custodians and the firm discloses use of AI tools in its processes (and records client meetings unless clients opt out).

Distinctive features include an affiliated insurance agency and dually licensed associated persons who may sell insurance products for commission, a relationship the firm discloses and says clients are not required to use; the firm also describes principals’ outside business activities (consulting and concierge services) that can create additional sources of compensation. For a firm of its size, it also highlights relatively modern offerings and risks — such as direct indexing, SBLOC facilitation, limited cryptocurrency exposure, and the use of third‑party AI tools — and discloses related conflicts and operational risks.