Life is complicated enough, your financial planning shouldn’t be
Global Wealth Advisors has the resources and flexibility to help clients simplify their financial life. With a national team of independent financial advisors, we provide clients with custom tailored personal financial planning solutions.
Our clients are our partners. Through years of experience, we developed and refined a process based upon this partnership philosophy. We call it the 3P Approach© to financial planning. This process is designed to ensure that clients never outgrow a stagnant plan, rather the plan continues to evolve as their lives advance.
Our professional team includes experts in investment management, retirement planning, risk management, tax reduction planning, estate planning, debt and cash flow analysis, education planning, and philanthropy. We help people put the pieces of their financial puzzle together so they can live more and worry less.
With a combined total of 100 years of experience, our financial advisors help people just like you simplify your complex financial life.
At every life stage we are a partner who helps you plan for accumulation, protect what you’ve worked hard for, and pass a legacy on to the next generation.
By delivering fee-based advice, you can be confident our financial advisors and team won't surprise you with commissions or hidden fees.
Our planning process forms a single foundation from which 7 pillars of financial success are managed, including wealth management, risk management, assistance to loved ones, retirement planning, income tax planning, estate planning and value added services. These 7 pillars form a clear image of the value we bring to clients over the life of our relationship.View the 7 Pillars
A Message About Our Mission, Vision, and Values
As industry experts, our financial advisors cover a wide range of financial planning and investment management strategies, as well as the latest market news and information. Check out our most recent articles:
Presented by Dean Elliott: As we learned from the Equifax breach in 2017, we can fall victim to identity theft through no fault of our own. Although it isn’t feasible to master every identity theft scenario, it’s worth your time to learn more about the available identity theft tools and services and how to initiate a recoveryRead more
Presented by Michael G. Wendlandt: Whether you need life insurance depends partly on your stage of life. If you’re younger, you may have less need for coverage. As you move along the path in life, you’ll likely have more of a need. And, as your responsibilities lessen, your need may decrease. Here’s a look atRead more
Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: Whether you’ve been in business for years or you’re launching a start-up, choosing or changing your business’s entity is an important part of its financial and overall future. A business’s entity determines the rules that govern its formation, operation, taxation, and dissolution. Its entity also establishes the degreeRead more