Welcome to Great Bay Wealth Management LLC. We are a Fee-Only, Independent Investment Advisory Firm based in Roswell, Georgia. We provide customized investment solutions to individual clients, families, companies, and charities. We provide Asset Allocation, Portfolio Construction, Investment Selection and Monitoring.
Our goal is to help clients identify and achieve their immediate and long-term investment goals. We consider objectives, time horizon, tax situation, risk tolerance, and other unique circumstances in making recommendations tailored to suit clients’ individual needs and preferences.
Our mission is simple: To connect with our clients and focus our efforts toward making their long-term financial goals a reality.
Our services include Estate Planning and Tax Minimization, Retirement Planning, Distribution Optimization, and Multi-Generational Financial Planning.
To ensure accountability, clients' assets are maintained at Charles Schwab & Co., Inc. All account statements are sent directly from Schwab. This provides the added security of knowing that your assets are held at a premier institutional brokerage. You can access your account by clicking Client Login and Check My Account from the links above. You will be redirected to the Schwab website to login.