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Great Wealth Investments

EST. AUM
$15,571,504

CONTACTS

CLIENT ACCOUNTS
76

Firm Details

Metro area Ft. Lauderdale
CRD Number 310135
Website greatwealthinvest.com
Client types

Overview

Great Wealth Investments is an independent wealth management firm and state-registered investment adviser headquartered in Boca Raton, Florida. The firm provides personalized wealth management, financial planning, and investment advisory services to professionals, entrepreneurs, small business owners, and families. Operating under a fiduciary standard, Great Wealth Investments emphasizes practical, transparent financial guidance, integrating tax-efficient investment strategies, retirement planning, business succession planning, and estate planning. Its investment philosophy focuses on diversified portfolios built with low-cost mutual funds and exchange-traded funds (ETFs) to help clients preserve wealth, manage risk, and achieve long-term financial success.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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