Background

Where we came from, what we're doing now and how our future plans are focused on helping others

GWA Office Building Lobby

The media backgrounder highlights our exciting history, present plans for growth, and goals for the future:

GWA YESTERDAY

Founded in 2008, Global Wealth Advisors (GWA) is a premier 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 from its origins in Dallas, Texas. Through the years, Kris added branch offices in Dallas, Lewisville, Houston, Sweeney and Midland, Texas. 

GWA TODAY

Today, GWA has moved it’s headquarters from Dallas to a brand new high-rise located at Castle Hills in Lewisville, Texas. The firm has also steadily grown to encompass a team of degreed professionals that are laser-focused on providing clients with a highly polished experience. As part 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©.

As a hallmark to this planning approach, our clients are viewed as partners. 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™ (CFP®) planning financial practice standards and applies the comprehensive seven pillars of financial success. Working together is essential to this long-term partnership and ensures a client’s financial plan grows with them as their life unfolds.

GWA TOMORROW

The future of GWA is brighter than ever. We see growth in our future as we add new personnel and seek to acquire financial advisor firms wishing to retire or step away from their businesses.  Short-term goals include continued philanthropic and volunteer activities to provide value to the communities in which we operate. Long-term goals include increasing publication of educational content that offers a multi-generational awareness about financial planning and wealth management. Simply put, we want to help people live comfortably and keep more of what is theirs.

If you have any questions about this backgrounder, please visit our media contact page.