• Plan
  • Prosper
  • Protect

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

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.

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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.

Asset protection plan image shows stacked stones in splashing water.

Building a Solid Asset Protection Plan

Posted on July 16, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes many forms, for every type of individual. It starts with building a foundation of protection and may progress to more complex strategies. The three principles of asset protection The three fundamental principles of asset protection—and the key factors

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Large Glass Building.

Turning a Lifestyle Business into a Business Enterprise

Posted on July 15, 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™: Many business owners start their companies as lifestyle businesses to support a certain kind of lifestyle that they want. Some found businesses because they have an urge to create and build. Others want to

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Man dressed in bow tie shows success.

A Planning Process for Future Success

Posted on July 10, 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 provides owners with three steps they can take to begin planning for future success. Do not act as if you had ten thousand years to throw away. Death stands at your

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