A smarter approach to planning your future, reaching your goals and protecting your most valuable resources
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.
Together we will implement an investment and tax reduction strategy to help ensure your goals are met as quickly as possible.
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.
Check out our latest blog posts
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 taxRead more
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 alertRead more
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.Read more