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You need a partner when it comes to making sense of your complex financial life. We are a group of independent financial advisors who are passionate about financial planning and comprehensive wealth management. We use 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 investing, risk management, estate planning, retirement, and the latest market news and information from industry experts.

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Avoiding Common Errors Surrounding RMDs

Posted on June 14, 2019

By Kris Maksimovich, AIF®, CRPC®: When it comes to retirement accounts, many investors fail to think about required minimum distributions (RMDs). This oversight can lead to unnecessary tax burdens and other financial issues. In order to handle RMDs effectively, an understanding of the rules and common misconceptions can be beneficial. Misconception: I took an RMD

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Financial advisor talking on telephone and looking over financial documents

Protecting What You Care About: Business, Family & Employees

Posted on June 12, 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 uses a case study to show why it’s important for owners to plan for the unexpected. As a business owner, you’re likely the most important person in your business. You’re probably

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Hand-drawn recession chart shows prices increasing

Recession on the Horizon? Not So Fast

Posted on June 6, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Recently, the markets have experienced another round of volatility as the worries seem to be piling up. Tech stocks struggled on the news that Washington will be taking a hard look at regulating them. Concerns over a trade war continue to reverberate throughout the market. And the yield curve

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