Great Hill Advisory

Great Hill Advisory serves individual clients, high net‑worth individuals (defined in its brochure as those with a liquid net worth of $2 million or more), and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and — under the dba Bayside Tax & Wealth — individual income tax preparation for full‑service wealth management clients. Clients receive written or electronic financial plans, ongoing monitoring with follow‑up calls and emails, and annual plan reviews as part of its planning service.

The firm primarily follows a passive investment approach, constructing portfolios from index mutual funds and exchange‑traded funds to achieve targeted asset allocations with low turnover and tax efficiency, while allowing clients to impose reasonable investment restrictions. It also refers clients to third‑party managers when appropriate, assists with manager selection and ongoing oversight, and conducts regular reviews of accounts and manager performance.

Distinctive features disclosed in the brochure include the firm’s use of derivatives exposure through underlying funds and in certain separately managed accounts (with the related risks discussed in Item 8), and the provision of educational seminars or workshops alongside client services. Despite a small advisory team, the firm manages over $200 million in assets and employs staff with CFA and CPA credentials, which it combines with integrated tax‑preparation and client education offerings.