Great Bay Wealth Management, LLC is an independent, fee-only investment advisory firm based in Roswell, Georgia. It works with individuals, families, companies, and charities, providing customized investment solutions guided by each client’s goals and circumstances. As a fiduciary, the firm considers factors such as investment objectives, time horizon, tax situation, and risk tolerance when making recommendations.

Its investment services include asset allocation, portfolio construction, investment selection, and ongoing monitoring. Great Bay also offers estate planning and tax minimization, retirement planning, distribution optimization, and multigenerational financial planning. The firm’s mission is to build strong client relationships and help people pursue both immediate and long-term financial goals through tailored advice.

For added accountability and security, client assets are held at Charles Schwab & Co., Inc., with account statements sent directly from Schwab. Clients can access their accounts through the firm’s website, which directs them to Schwab’s login. Great Bay Wealth Management offers prospective clients a free consultation and serves the Roswell, Georgia, community.