General Information
Great Bay Wealth Management LLC (“Great Bay”) is an investment advisor registered pursuant to the laws of the State of Georgia. Located in the Roswell, Georgia, our financial philosophy centers on asset allocation, portfolio construction, and investment selection services to help individuals, families, and organizations achieve their investment goals.
Advisory Regulations
Great Bay and its investment advisor representatives are in compliance with the current regulatory filing requirements imposed by those states in which Great Bay conducts business and maintains clients. Great Bay may only transact business in those states in where it is registered, or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of Great Bay, please contact Great Bay for a list of states where the firm maintains it registration(s). A copy of Great Bay’s current Firm Brochure discussing Great Bay’s business operations, services, and fees is available upon request.
Limitations of Information on this Site
The information on this site is limited to dissemination of general information pertaining to our advisory services as well as access to additional investment-related information, publications, and links (some to unaffiliated third party content). Any subsequent, direct communication by Great Bay with a prospective client will be conducted by an investment advisor representative that either is registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Accordingly, prospective clients or consumers should not construe Great Bay’s website as rendering of personalized investment advisory recommendations or solicitation to effect, or attempt to effect transactions in securities
Site Content Disclaimers
Great Bay does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Great Bay’s website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Great Bay), will be profitable or equal any historical performance level(s). PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Certain portions of Great Bay’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, or provide access to, Great Bay’s (and those of other investment and non-investment professionals) positions or recommendations as of a specific date. Due to various factors, including changing market conditions, such discussions may no longer be reflective of current position(s) or recommendation(s). Moreover, no prospective client, consumer, or client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Great Bay or from any other investment professional. Great Bay is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal or tax advice. Users of this site are advised to seek personalized advice from investment, legal, or tax professionals.
Rankings or recognition by unaffiliated rating services or publications should not be construed by any prospective client, consumer, or client as a guarantee of an experience at the same level of results if Great Bay is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Great Bay by any of its clients.
To the extent that any prospective client, consumer, or client utilizes any economic calculator or similar interactive device contained within or linked to Great Bay’s website, the client or prospective client acknowledges and understands that the information resulting from the use of any such calculator or device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Great Bay, or from any other investment professional.
User Consent to Terms and Conditions
Each prospective client, consumer, and client agrees, as a condition precedent to access this site, to release and hold harmless Great Bay, its officers, directors, owners, employees, and agents from all adverse consequences resulting from any actions or omissions that are independent of receipt of personalized individual advice from Great Bay.