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LIVE MORE, WORRY LESS.

Life is complicated enough, your financial planning shouldn’t be

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Financial planning with our proprietary 3P Approach©

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Helping you achieve your financial dreams today and always

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 planningThis 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.

 

Expert Financial Advice

With a combined total of 100 years of experience, our financial advisors help people just like you simplify your complex financial life.

Personalized Roadmap

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.

Simplified Fees

By delivering fee-based advice, you can be confident our financial advisors and team won't surprise you with commissions or hidden fees.

7 Pillars of Financial Success – One Solid Foundation

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

Simplify and Track Your Financial Progress With the Latest Tools and Technology

Our Blog

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:

Intro to Asset Allocation Depicts a Bar Chart with Upward Arrow

Introduction to Asset Allocation

Posted on August 2, 2021

 Asset allocation is the process of dividing your investment dollars among a variety of complementary asset classes, such as stocks; bonds; real estate; and short‑term, highly liquid vehicles—including money market funds—so that your portfolio is well diversified. Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: The ultimate objective of an asset allocation program is to develop

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Global Wealth Advisors’ Tom Kennedy Elected to United Against Human Trafficking Board

Global Wealth Advisors’ Tom Kennedy Elected to United Against Human Trafficking Board

Posted on July 30, 2021

Seeking to end human trafficking through exploitation prevention, community education, and empowering survivors Global Wealth Advisors Managing Partner Tom Kennedy, CFP® has been elected to the board for nonprofit United Against Human Trafficking (UAHT).  As a board member, he will assist with business planning and fundraising, as well as providing trafficking survivors with the financial

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Social Security Benefits for Divorced Couples depicts elderly people sitting on coin stacks.

Social Security Spousal Benefits for Divorced Couples

Posted on July 26, 2021

Presented by Ben Murphy, CPA, PFS™: If you are divorced, you may be eligible to claim a “spousal” social security benefit based on your former spouse’s earnings record, providing you with more options to maximize your retirement benefit. Criteria To collect a spousal benefit based on your living former spouse’s earnings record, you generally must

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