A complete list of active advisors currently associated with Global Wealth Strategies and Associates, LLC

Warmer can help you find a great advisor at Global Wealth Strategies and Associates, LLC or one who fits your needs even better.

Global Wealth Strategies and Associates, LLC advises individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, foundations, trusts, and other institutional clients. The firm offers discretionary portfolio management, comprehensive financial planning (including an online planning portal), retirement plan advisory, trustee/administration services, and consulting on specific matters such as estate, real estate, and private business equity or debt investments. GWS&A typically manages accounts on a discretionary basis and follows a top‑down, macro‑environmental approach that emphasizes tactical asset allocation and sector rotation, alongside growth and fixed‑income strategies. The firm also employs sub‑advisers and third‑party managers as needed and has added direct indexing strategies and technology‑enabled plan administration to its offerings. Among features that distinguish GWS&A from many peers are its integration with tax and accounting resources — several IARs provide tax services through a separate CPA practice and the firm may arrange a tax stipend to pay a client’s CPA in limited circumstances — and its affiliated insurance entity that supports life and other non‑variable insurance products. The firm also provides trustee and ILIT administration with related oversight procedures and offers consulting for privately held business transactions and ROBS arrangements, services that are less common among similar team advisers.

To learn more about the advisors currently working at Global Wealth Strategies and Associates, LLC, 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.