A complete list of active advisors currently associated with Global Wealth Management

Warmer can help you find a great advisor at Global Wealth Management or one who fits your needs even better.

Global Wealth Management provides financial planning, investment advisory, and investment management services to individuals, trusts, retirement-plan participants, pension and profit-sharing plans, and business entities. The firm manages about $6.2 million in client assets across a very small client base and offers both asset-based advisory engagements and fixed or hourly planning arrangements. The firm’s investment process emphasizes diversification, asset allocation established in an Investment Policy Statement, and periodic rebalancing, with routine account reviews at least quarterly. All investment management is conducted on a strictly non‑discretionary basis, clients retain trade approval, and the firm does not participate in wrap fee programs or aggregate client trades. Compared with many peers, the firm is notable for its affiliation with an accounting practice and for allocating approximately 25% of adviser time to tax consulting services, while making clear clients are not required to use those services. The lead adviser also holds CFA, CPA, and CFP credentials, and the firm’s client roster includes pension or profit‑sharing plan relationships, an arrangement that is uncommon for an independent adviser of this size.

To learn more about the advisors currently working at Global Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.