Backgrounder

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

GWA Backgrounder

GWA YESTERDAY

Founded in 2008, 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 Snyder, Texas, the GWA team has developed and refined a process to help clients retire when they want to, or get to a “work-optional” lifestyle, through a unique planning and wealth management process: The 3P Approach.

GWA TODAY

Today, a steadily growing team of professionals are committed to providing clients with personalized wealth management strategies because they strongly believe that goals are too important for a “one-size fits all” plan.

As a hallmark to their unique “3P Approach”, the team works closely with clients. GWA’s planning process adheres to the CERTIFIED FINANCIAL PLANNER™ (CFP®) financial planning practice standards and applies a comprehensive six-step planning process and seven-step wealth management module to help clients protect their portfolio from potential hazards while ensuring their goals are met as quickly as possible.

GWA TOMORROW

The future of GWA is brighter than ever, as they continue to grow, 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 they operate. Long-term goals include increasing publication of educational content that offers a multi-generational awareness about financial planning and wealth management to help people live comfortably and keep more of what is theirs.