Global Wealth Management

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Description

  • Does Your Big-Name Investment Firm Know Yours? Its Time To Get Personal. Call 888-233-6165 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 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 -- Income Tax Minimization-- Risk ManagementRequest a personal consultation with Grant & Andrew by calling 1-888-233-6165.2810 E. Oakland Park Blvd. | Suite 101 | Fort Lauderdale, FloridaWith 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 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.
  • location

    Headquarters:2810 East Oakland Park Boulevard #101, Fort Lauderdale, Florida, United States

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  • Global Wealth Management phone

    Phone Number: +1 954-533-7144

  • Global Wealth Management website

    Website: https://askglobalwealth.com/

  • Global Wealth Management employees

    Employees:6

  • Global Wealth Management revenue

    Revenue:$1 - 10M

  • Global Wealth Management legal name

    Legal Name:Global Wealth Management

  • Global Wealth Management's Social Media

    Global Wealth Management linkedin Global Wealth Management facebook Global Wealth Management twitter
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  • |  NAICS Code: 523930  |

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Person level website identification

Chief Investment Officer for Global Wealth Management

John Thomas

Chief Investment Officer

Person level website visitor identification

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View Employees

John Thomas

Chief Investment Officer

Amber Kelly

Director Of Global Wealth Women

Hannah Myers

Director Of Marketing Operations

Tiffany Shrier

Client Service And Operations Manager

Sharlene Reddy

Client Relationship Team Lead

Frequently Asked Questions regarding Global Wealth Management

  • Where are Global Wealth Management's Headquarters?

    Global Wealth Management's Headquarters are in 2810 East Oakland Park Boulevard #101,Fort Lauderdale,Florida,United States

  • What is Global Wealth Management's phone number?

    Global Wealth Management's phone number is +1 954-533-7144

  • What is Global Wealth Management's official website?

    Global Wealth Management's official website is https://askglobalwealth.com/

  • What is Global Wealth Management's Revenue?

    Global Wealth Management's revenue is $1 - 10M

  • What is Global Wealth Management's NAICS code?

    Global Wealth Management's NAICS code is 523930

  • How many employees are working in Global Wealth Management

    Global Wealth Management has 6 employees

  • What is Global Wealth Management's Industry?

    Global Wealth Management is in the industry of Financial Services

  • Who is Global Wealth Management's Chief Investment Officer?

    Global Wealth Management's Chief Investment Officer is John Thomas

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