Global Wealth Management, LLC

Global Wealth Management provides asset management, financial planning, and capital-raising services to high‑net‑worth individuals and businesses. The firm offers managed accounts and standalone financial planning engagements, and it may refer clients to other investment advisers for third‑party management when appropriate.

GWM’s investment process considers market trends, economic conditions, and world events to construct portfolios that can include equities, corporate and government bonds, mutual funds, ETFs, and alternative investments; liquidity and long‑term holding considerations are part of its security selection criteria. The firm generally manages accounts on a discretionary basis, prepares investment policy statements, and permits clients to include or exclude specific asset types; it also may recommend or select third‑party advisers to manage client assets.

Noteworthy features include a firm representative’s engagement in insurance and real estate sales and the use of hourly billing for financial planning services, both of which are less common among similar investment managers. GWM also executes trades on an account‑by‑account basis rather than aggregating block trades and does not maintain custody of client assets, practices that can affect trade execution and reporting.