Global Wealth Advisors

Description

• Global Wealth Advisors (GWA) is a premier financial advisory firm offering boutique wealth management. Founded in 2008, we are hands-on, data-driven financial planning experts headquartered in Dallas, with branch offices in Houston, Sweeney and Snyder, Texas.As a fee-based, independent group of professionals, we are dedicated to helping ensure our client's decisions remain focused, that they follow through with their financial plans and reach their objectives using our comprehensive wealth management and financial planning approach.3P ApproachThe GWA team has developed and refined a process to help clients retire when they want to, or get to a work-optional lifestyle. The 3P Approach is a unique planning and wealth management process that aims to help clients plan, prosper and protect what is most important to them.Giving BackAs a leading financial planning and wealth management organization in the region, GWA and our employees are deeply committed to improving the communities in which we operate, and much of our community service energies are focused on providing meaningful impact through volunteer efforts and donations.This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, MA, MD, MI, MN, MO, NC, NM, NY, OK, PA, SC, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Advisor. Advisory services offered through Global Wealth Advisors are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency or Global Wealth Advisors.
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  Headquarters:4400 Tx 121 Suite 200, Lewisville, Texas, United States

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  Phone Number: +1 972-930-1238

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  Website: http://www.gwadvisors.net/

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  Employees:10

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  Revenue:$1 - 10M

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  Legal Name:Global Wealth Advisors

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• |  NAICS Code: 523930  |

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