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Current company Global Wealth Management
Financial Services · 72 employees · Fort Lauderdale, Florida, United States
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At Global Wealth Management, our clients are our only priority. As an independent investment management firm without shareholders, the investments we recommend are never chosen by a company mandate to push proprietary financial products. Our advice is customized to meet the dynamic needs of our clients. Together, we develop a financial plan that takes into account your current situation and goals. We take a proactive approach to plan administration by continuously monitoring and updating to reflect changes in the market. We get to know each client, and their family, and are always available to discuss questions or concerns that may arise.
Global Wealth Management provides industry experience in:
-- Private Asset Management
-- Retirement Income Planning
-- Portfolio Management
-- Asset Protection
-- Income Tax Minimization
-- Risk Management
Global Wealth Management Investment Advisory, Inc. (Global Wealth Management) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. Insurance services offered separately through Global Wealth Retirement Planning, LLC. Global Wealth Management and Global Wealth Retirement Planning are separate but affiliated entities.