Great Wealth Investments

Great Wealth Investments provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients. The two‑advisor firm manages roughly $15.6 million for about 51 clients and generally requires a $1 million minimum to establish an advisory relationship, although that requirement may be waived.

The firm primarily builds portfolios using equities and exchange‑traded funds and emphasizes long‑term purchases while monitoring and rebalancing accounts; its methods of analysis include fundamental and technical analysis, charting, and modern portfolio theory. It also notes limited use of short‑term trading, cryptocurrency exposures, direct indexing strategies, and assistance with securities‑backed lines of credit as part of its customizable services, with periodic financial plan updates available.

Notable distinctions include an affiliated insurance agency (Great Wealth Consultants LLC dba Great Wealth Insurance) and dually licensed advisors who may receive commission‑based compensation for insurance sales, a relationship the brochure discloses as a potential conflict and for which clients are informed they are not required to use the affiliate. The firm also discloses principals’ outside consulting activities (including one principal devoting about 25% of professional time to outside consulting), use of AI tools for analysis and meeting transcription, and that eligibility information may be shared with the insurance affiliate for marketing (with an opt‑out option).