• 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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Does Your Level of Risk Match Your Portfolio?

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A Unique 3P Approach to Financial Planning and Wealth Management

Plan

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.

Prosper

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.

Protect

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.

Organize Your Financial Life With Asset-Map

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This Short Video Explains How Asset-Map Works

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.

Last Quarter Market Update

What Was the Last Quarter All About?

Posted on January 21, 2019

This has been the most “unloved” bull market ever. Folks have been nervous all the way through and we’ve had a number of sell-offs along the way. The severity of the 2008-09 decline and the lingering effects of that recession kept lots of folks looking over their shoulder for the next bout of bad news.

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Color of Risk Tolerance and Perception

The Color of Risk Tolerance and Perception

Posted on January 16, 2019

By Kris Maksimovich, AIF®, CRPC®: During periods of market volatility like we’ve seen lately, it’s important for investors to understand their risk tolerance and perceptions about risk. Even savvy investors begin to set aside their previous understanding of investing principles and make rash decisions during a volatile market. This is where your relationship with a

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Business Owner

How Business Owners Are Approaching Their Futures in the New Year

Posted on January 9, 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™: As a business owner, you know that planning is crucial, and that the new year is typically when you implement new strategies. As the new year begins, many business owners have begun to examine

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