Meet Our Team

Greenwich Wealth Management is an SEC Registered Investment Advisory Firm located in Greenwich, Connecticut. As a privately owned, independent boutique, we develop innovative, custom-tailored investment strategies without the pressure to promote internal products. Our advisors work with you to determine your tolerance for risk and to develop a financial roadmap that gives you the utmost comfort while striving to preserve and enhance your personal or family wealth.

53+

Years of Combined Experience

$350M

Assets Under Management

109

Number of Clients

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Daniel J. Sullivan

Partner, Chief Compliance Officer

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Harry E. Figgie IV

Partner, Wealth Advisor

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Jackson Kleinert

Partner, Wealth Advisor

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Vahan Janjigian

Chief Investment Officer

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Paul J. Lynch

Senior Wealth Advisor

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Daniel J. Sullivan

Partner, Chief Compliance Officer

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Harry E. Figgie IV

Partner, Wealth Advisor

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Jackson Kleinert

Partner, Wealth Advisor

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Vahan Janjigian

Chief Investment Officer

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Paul J. Lynch

Senior Wealth Advisor

Our Values

High-Touch

We believe that enduring relationships are built on personal interactions characterized by frequent communication and attentive engagement. Client goals and circumstances differ, but Greenwich Wealth Management’s attention to detail, open communication, and commitment to personalized service never do. 

Experience

With over 100 years of investment experience and entrepreneurial resourcefulness, our team applies its deep well of knowledge when clients present unique or complex financial goals.

Transparency

We believe that transparency is a basic principle in keeping clients informed, secure in their decisions, and trusting of their Advisors’ commitment to their best interests.

Integrity

Greenwich Wealth Management Advisors consistently demonstrate sincerity in all actions, while advocating for clients and stewarding their best interests.

 

Family

We understand the inherent complexities and nuances of each family’s unique circumstances. We operate as a high-performing team of Advisors who prioritize supportive relationships to foster a sense of unity across generations. 

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