Private Asset and Portfolio Management • Retirement Planning • Tax Minimization • Risk Management • Call 888.233.6165 to schedule a no-obligation meeting.
Does Your Big-Name Investment Firm Know Yours? It’s Time To Get Personal.
Call 866-405-1031 to schedule your complimentary, no-obligation meeting today.
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 help meet the dynamic needs of our clients. Together, in person, 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, personally, 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 Strategies
Income Tax Minimization
Risk Management
Request a personal consultation with Grant & Andrew by calling 866-405-1031
2810 E. Oakland Park Blvd. | Suite 101 | Fort Lauderdale, Florida
With convenient meeting locations in Boca Raton, Coral Gables, Aventura, and west Broward.
Our philosophy is simple: better understanding, better planning, and better service equals better results.
Get to Know Us:
Global Wealth Management co-founders, C. Grant Conness and Andrew Montgomery Costa, host a financial radio show on 610 WIOD and iheartradio.com. They contributed to the Amazon Best-Selling book “The Ultimate Success Guide”.
Andrew and Grant have appeared on local affiliates of major television networks such as CBS, NBC, ABC, and FOX as industry leaders in the investment management business, and have been featured and quoted in major publications, such as The Wall Street Journal, USA Today, and Newsweek.
Disclosure: Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered through Global Wealth Management Investment Advisory (GWM), a Registered Investment Advisor. Grant Conness is affiliated with Global Financial Private Capital (GFPC), a Registered Investment Advisor. MAS, GWM and GFPC are not affiliated companies.
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