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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

Securities can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Advisory services offered only by duly registered individuals through Global Wealth Management Investment Advisory (GWM), a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training. Insurance services offered separately through Global Wealth Retirement Planning, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Investment Management

Personal Finance

Retirement

Global Wealth Management

Global Wealth Management's headquarters in Fort Lauderdale, United States

Ivan Minkov

Andrew M. Costa

Grant Conness

Tiffany Shrier

Eric Ditchek

Devin Rountree

David Olsen

Gregg Kleinman

John Thomas

Jessica Tobia

Jose Jesurum

Meghan H.

This department focuses on managing client relationships and ensuring their needs are met through various services and support.

Client Services

This department focuses on providing financial advisory services and investment strategies to clients to manage and grow their wealth.

Wealth Management

This department oversees the strategic direction and overall management of the organization.

Executive Leadership

This department provides organizational support and ensures efficient office operations.

Administration Services

This department focuses on creating and managing engaging content strategies to enhance brand presence and communication.

Content Development

This department organizes and manages various events and activities to enhance engagement and outreach.

Global Wealth Management

Org chart

Teams

Client Services

Wealth Management

Executive Leadership

Administration Services

Content Development

Events Coordination

Offices

Global Wealth Management

Org chart

Teams

Client Services

Wealth Management

Executive Leadership

Administration Services

Content Development

Events Coordination

Offices

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