• Plan
  • Prosper
  • Protect

A smarter approach to planning your future, reaching your goals and protecting your most valuable resources

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Our 3P Approach to Financial Planning and Wealth Management

Plan

Your goals are too important for a “one-size fits all” plan. Every journey begins with a well-designed road map to ensure your success, and is designed exclusively for you and your family.

Prosper

Together we will implement an investment and tax reduction strategy to help ensure your goals are met as quickly as possible.

Protect

As each target is met, we help ensure you stay on track by protecting your portfolio from potential hazards. Because having to return to work after retirement is never anyone’s plan.

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Our Blog

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Commonwealth Financial Market Update

Weekly Market Update October 23, 2017

Posted on October 23, 2017

Presented by Kris Maksimovich General market news The yield on the 10-year Treasury opened this Monday at 2.34 percent, up from last week’s low of 2.27 percent. The 30-year yield opened at 2.89 percent, which was also up slightly from last week’s 2.80-percent low. This move may be attributed to the optimism surrounding possible tax

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Protect information using cybersecurity measures

Ways GWA Protects Client Information

Posted on October 23, 2017

By Kris Maksimovich Last week one of our client relationship managers thwarted a hacking attempt when GWA received an email asking for a withdrawal. The emailed distribution request coming from one of our clients looked very authentic, but our security policy requires us to call clients to verify requests. This example shows why having alert

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Giving back to the community

Giving Back To The Community Means More Than Opening A Wallet

Posted on October 18, 2017

When it comes to social giving, Global Wealth Advisors employees walk the walk It’s easy for a company to say they “give back to the community”, but what exactly does that mean? For Global Wealth Advisors (GWA), social giving can be found in the heart of our company and in the hearts of our employees.

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