You need a partner when it comes to making sense of your complex financial life. We are a team of independent financial planning advisors and wealth management experts.
Every journey begins with a well-designed road map to ensure your success. Stepping into your financial shoes we begin understanding your thought processes. Your financial plan is then designed exclusively for you and your family because your goals are too important for a “one-size fits all” plan.
Together we implement an investment and tax reduction strategy to help ensure your goals are met as quickly as possible. As your partner, we work with your other trusted advisors, whether accountant, CPA, bookkeeper, attorney, insurance agent or other. With GWA, you sit on the same side of the table as your advisor.
As each target is met, we help ensure you stay on track by protecting your portfolio from potential hazards. We also understand your fears and natural responses to them. By managing those behaviors we can help you stay on track with protecting what's most important to you and your loved ones.
This Short Video Explains How Asset-Map Works
We cover what's most important to you with a wide range of financial planning topics like investing, risk management, estate planning, retirement, and the latest market news and information from industry experts.
Presented by Kris Maksimovich, AIF®, CRPC®: When most investors think about investing in real estate, their primary residence or residential real estate comes to mind. But there’s another investing opportunity available: commercial real estate. This includes the ownership or partial ownership of the office properties people work in, the retail properties people shop in, andRead more
Presented by Kris Maksimovich, AIF®, CRPC®: What comes to mind when you think of online security? Strong passwords? Multi-factor authentication? To be sure, these are essential components of information security best practices. But there is one major area that is often overlooked: web browser security. In fact, many of us don’t audit our browser securityRead more
Article presented by Kris Maksimovich, AIF®, CRPC®, Global Wealth Advisors, email@example.com, a Member of BEI’s International Network of Exit Planning Professionals™: Summary: This article uses a case study to show common errors business owners make regarding business value. Business valuations are important to successful planning. They tell you what your business is worth to aRead more