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 Gerard Longo, AIFA®: Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a difference? Sure, digital recordkeeping on the cloud means more storage space, easy access, and less vulnerability to inadvertent destruction. But the questions of what to keep and for how long
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Presented by Kevin M. Curley, II, CFP®: Many people had their financial plans derailed in 2020. You or a spouse may have lost a job or been hit with unexpected expenses for medical care, assisting family members, or other reasons. Financial stress may have forced you to make tough choices, such as deciding which bills
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Part of Our New Grad Series Presented by Kris Maksimovich, AIF®, CRPC®, CRC®: Looking for power tools? A vintage Chanel purse? A living-room sofa? Millions of shoppers are bypassing brick-and-mortar stores, as well as their respective websites, in favor of purchasing such items from individual online sellers. For many people, sites like Craigslist and eBay
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