• Plan
  • Prosper
  • Protect

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

As Seen In

We are here to help

Get Started

Our 3P Approach to Financial Planning and Wealth Management


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.

Selecting the right financial advisor

Learn More

Our Blog

Check out our latest blog posts

Dallas Regional Chamber Leadership program Vogel Alcove project

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.

Read more
Commonwealth market update and financial news

Weekly Market Update October 16, 2017

Posted on October 17, 2017

Presented by Kris Maksimovich General market news The yield on the 10-year Treasury was back down to 2.27 percent Monday morning after topping 2.40 percent a little more than a week ago. The 30-year, which had reached 2.93 percent (its highest point since July) opened at 2.81 percent Monday. The 2-year stood relatively steady at

Read more
Medicare Basics

Medicare Basics You Need to Know

Posted on October 13, 2017

Presented by Kris Maksimovich  The concept of Medicare can be murky for soon-to-be retirees. If you learn basic enrollment guidelines and some of the nuances of various Medicare plans, you’ll be empowered with the knowledge you need to make better decisions—and avoid costly penalties. Here, we explore key points and address common questions about this

Read more