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 PillarsSimplify and Track Your Financial Progress With the Latest Tools and Technology
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 Ben Murphy, CPA, PFS™: After a cyber breach, we tend to think in terms of what the victim needs to do next. Can any of the stolen data be protected after the fact? What can the victim do to secure confidential information going forward? But for a change, let’s talk about the crime
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Presented by Dean Elliott: Publicly traded companies often include corporate stock and stock options in key employees’ compensation packages. As a result, corporate directors, officers, and executives may find that, over the term of their employment, a large portion of their net worth becomes concentrated in the employer’s stock. The risks associated with holding a
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Presented by Michael G. Wendlandt: Similar to a company’s financial statements, a personal financial statement can help you assess your financial health and assist you in budget planning. It can also give you an idea of the kinds of information that banks and other lenders use to determine your ability to repay loans. Curious to
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