• Plan
  • Prosper
  • Protect

We are a group of independent financial advisors offering financial planning and wealth management services using a smarter approach to planning your future, reaching your goals and protecting your most valuable resources

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A Unique 3P Approach to Financial Planning and Wealth Management


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.

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Our Blog

We cover what's most important to you with a wide-range of financial planning topics like retirement, risk management, memory care, cybersecurity, smartphone apps, investing, business planning, cognitive biases, estate planning, and the latest finance news and information from industry experts.

Financial Aid and FAFSA image of students standing side by side

Mastering Financial Aid Eligibility

Posted on March 20, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: For many families, financial aid programs help make higher education attainable. The first step in applying for aid is to complete the Free Application for Federal Student Aid (FAFSA). It is used to determine the student’s eligibility for federal aid programs, such as grants, work-study options, and loans. Schools

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planning for your business future with businessman sitting at desk and holding a mobile phone

3 Questions to Ask About Your Planning

Posted on March 14, 2019

Article presented by Kris Maksimovich, AIF®, CRPC®, Global Wealth Advisors, info@gwadvisors.net, a Member of BEI’s International Network of Exit Planning Professionals™: Summary: This article presents three questions owners can ask regarding planning for their businesses’ futures. Do you remember trying to solve a complex maze as a child? You’d start at the beginning, trace a

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Financial exploitation picture of elderly woman with younger woman holding her hand

Who is Keeping Seniors Safe? 

Posted on March 13, 2019

By Kris Maksimovich, AIF®, CRPC®: The anticipated number of senior citizens is projected to grow at a steep rate, with 10,000 seniors turning 65 every day. What’s more, those rates are expected to continue until the year 2030 when Generation X begins retiring. The sheer number of aged means fraudsters who prey on the elderly

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