Introduction: Global Wealth Advisors has the resources and flexibility to provide people with a custom tailored personal financial planning solution. Our process is designed to ensure that our clients never outgrow a stagnant plan, rather the plan continues to evolve as their lives advance. Our exceptional team includes experts in investment management, retirement planning, risk management, tax reduction planning, estate planning, debt and cash flow analysis, education planning, and philanthropy.
GWA was formed in 2008 to meet independence from “in-house” products for clients who are typically seeking advanced solutions to complex financial situations. An important part of GWA’s 3P Approach© to planning is working with our clients’ other trusted advisors like CPAs, insurance agents and attorneys in a collaborative “team” effort. We help clients put the pieces of their financial puzzle together, so they feel secure in knowing their financial matters are in order.
We value giving back to the communities in which we operate. Through GWA Gives© we actively engage with the community through a variety of volunteer and philanthropic activities. This giving philosophy also extends to educating the public about the various financial strategies they can use. To that end, we publish a monthly newsletter, blog, videos, and podcast that are useful for people at any stage of their financial life.
Visit our website for more information on our podcast, blog and newsletter, or follow us on Facebook, Twitter, LinkedIn and YouTube.
