Executive Advisory

Greenwich Financial Management provides services to executives that complement is employee benefits and retirement plan practice. These services may include advice on:

• Portfolio management; wealth preservation and hedging; asset allocation
• Retirement plans
• Personal insurance, including life, disability and long-term care
• Investment and insurance aspects of buy/sell agreements among partners in closely held companies
• Hedging and disposition of options
• Hedging and disposition of restricted stock
• Introduction to qualified accounting and legal personnel, as needed
• Alternative investments.