Where we came from, what we're doing now and how our plans for the future are focused on helping others
The media backgrounder highlights our history, present plans for growth, and goals for the future:
Founded in 2000, Global Wealth Advisors (GWA) is a premier financial advisory firm offering boutique wealth management. After focusing on estate planning for several years, President Kris Maksimovich wanted to provide clients with comprehensive wealth management and independence from “in-house” products. Headquartered in Dallas, Texas, with branch offices in Houston, Sweeney and Midland, Texas, the GWA team has developed and refined a process to help people retire when they want to, or get to a “work-optional” lifestyle, through our unique planning and wealth management process called The 3P Approach©.
Today, a steadily growing team of professionals are committed to providing clients with personalized wealth management strategies because we strongly believe that people’s goals are too important for a “one-size fits all” plan.
As a hallmark to our unique 3P Planning Approach©, the team works closely with our clients. GWA’s planning process adheres to the CERTIFIED FINANCIAL PLANNER™ (CFP®) planning financial practice standards. We apply a comprehensive six-step planning process and seven-step wealth management module to help people protect their portfolio from potential hazards, while ensuring their goals are met as quickly as possible.
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.