West Palm Beach, FL Office

Greenwich Wealth Management provides advisory services to high‑net‑worth individuals, families, trusts, estates, endowments, charitable organizations, corporations and defined benefit/contribution plans. The firm offers discretionary and non‑discretionary portfolio management, financial planning, ERISA 3(21) retirement plan advisory, third‑party manager selection and monitoring, and a wrap‑fee asset management program.

GWM tailors portfolios using fundamental, technical and macro analysis and implements strategies across ETFs, separately managed accounts, sub‑advisors and a broad set of instruments (including options, futures, structured products and alternative investments). It executes and custodians accounts primarily through Interactive Brokers’ TWS and Charles Schwab, accesses third‑party managers via the Schwab Marketplace, and performs regular oversight with daily trade blotter monitoring and quarterly performance reviews.

Compared with many multi‑team advisers, GWM manages pooled/institutional vehicles such as endowments and wrap programs (a service fewer peers provide) and has an uncommon portfolio manager licensing arrangement with Interactive Advisors that licenses GWM trading data and results in an ongoing royalty payment equal to two‑thirds of a 0.75% advisory fee (0.50% of AUM) for a named strategy. The firm also conducts limited proprietary trading in prediction‑market contracts as a research exercise to build a risk dataset for potential future client use, with any gains or losses borne by the partners and policies in place to mitigate related conflicts.