Global Wealth Management

At Global Wealth Management, our passion is to empower individuals from all walks of life to achieve their financial goals and create a lasting legacy. Our mission is to provide our clients with thoughtful, personalized financial guidance and protection, allowing them to pursue their dreams with confidence. With a team of experienced and dedicated professionals, we strive to deliver exceptional service and expertise to individuals, families, and businesses seeking to secure their financial futures.

Our Story

Founded in 2009 by Managing Directors and Co-Founders, Grant Conness and Andrew Costa, our company was built on the foundation of passion, integrity, and a commitment to client-centric service. Our founders' vision was to create a comprehensive wealth management firm that would prioritize the needs of each client, empowering them to achieve their financial aspirations. Over the years, we have grown to become a trusted partner for individuals and families seeking expert guidance in achieving their financial goals.

Our Services

At Global Wealth Management, we offer a wide range of services designed to help our clients navigate the complexities of financial planning. Our team of experts is dedicated to understanding your unique financial circumstances, goals, and concerns, providing bespoke solutions tailored to your individual needs. Some of the services we offer include:

• Custom financial planning
• Retirement planning
• Investment management
• Insurance solutions
• Tax planning and protection
• Estate planning
• Retirement income strategies

Our Process

Our Retirement Roadmap Review is a proprietary process designed to help our clients achieve their retirement goals. This comprehensive review includes a series of steps that help us understand your financial situation, goals, and concerns, and develop a holistic strategy that addresses your unique needs. Our experienced team will work closely with you to create a personalized plan that addresses your income, investments, taxes, health care, and legacy goals, providing you with the confidence and tools to pursue your retirement dreams.

Client Testimonials

Our clients are at the heart of everything we do. We are fortunate to have built a community of loyal and satisfied clients who have shared their experiences with us. Here's what a few of our clients have said about us:

"I feel very confident that my investments are secure and will be well-managed by GWM. They are competent, communicate clearly, and make you feel like part of their team."

"I have been with this company for seven-plus years. They have grown significantly during that time, but still maintain the qualities that first attracted me to them. friendliness, integrity, availability, and an ability to address my personal financial needs."

"Global is different, they are client-focused and adapt well to your needs and present the necessary information plain and simple. If you want more information or detail, just ask. I have been a client for 18 months or so, and am pleased with both their customer service and the earning on my dollar."

Community Involvement

At Global Wealth Management, we are passionate about giving back to our community. We are proud supporters of various charitable initiatives and events, and believe in the importance of philanthropy and social responsibility. Our team is committed to making a positive impact in the lives of others, and we are honored to have the opportunity to make a difference.

Get Started Today

If you're ready to take control of your financial future and achieve your long-term goals, we invite you to schedule a Retirement Roadmap Review with our team. We look forward to partnering with you on your journey to financial freedom and security.