Where we came from, what we're doing now, and how our future plans are focused on helping others
The media backgrounder highlights our exciting history, present plans for growth, and goals for the future.
Founded in 2008, Global Wealth Advisors (GWA) is a growing financial advisory firm offering boutique wealth management to high net-worth individuals, executives, and business owners. After focusing on estate planning for several years, President Kris Maksimovich wished to provide his clients with not only comprehensive wealth management but also independence from “in-house” products. Over the years, Kris has partnered with the industry’s brightest minds, expanding the business nationwide from its origins in Dallas, Texas.
Today, GWA has moved its headquarters from Dallas to a brand new high-rise located in the beautiful Castle Hills area of Lewisville, Texas. The firm has also steadily grown to add branches in Dallas, Lewisville, Houston, and Midland, Texas, and in Pittsburgh, Pennsylvania where the firm’s professionals are laser-focused on providing clients with a highly polished experience. As a hallmark of this experience, the team has developed and refined a proprietary process and partnership philosophy that relies on building a relationship based upon mutual trust, respect, and understanding. We call it The 3P Approach©.
An integral part of this planning approach is that we partner with our clients, with them as CEO and our advisors acting as their personal CFO. Together, we share a single goal of reaching every client’s financial dreams today, tomorrow, and in retirement. GWA’s planning process adheres to the CERTIFIED FINANCIAL PLANNER™ planning financial practice standards and applies the comprehensive seven pillars of financial success to ensure a client’s financial plan grows with them as their life unfolds.
The future of GWA is brighter than ever. We see growth in our future as we add advisors, and staff, and seek to acquire financial advisory firms wishing to retire or step away from their businesses. Short-term goals include continued philanthropic and volunteer activities through our GWA Gives© program which provides value to the communities in which we operate. Long-term goals include creating a financial literacy repository that offers a multi-generational awareness about financial planning and wealth management and helps people keep more of what is theirs. Simply put, our mission is to inspire people to reach their financial dreams.
