Moab, UT Office

Global Wealth Strategies & Associates, LLC provides discretionary investment management and financial planning to individuals (including high-net-worth clients), foundations, employer-sponsored retirement plans, trusts, and estates. The firm manages approximately $457 million for roughly 921 clients and operates with an 11-advisor team that also offers retirement-plan advisory and consulting services.

GWS&A describes a top-down, macro-environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework, deploying portfolios across equities, ETFs, mutual funds, and fixed income. The firm uses sub‑advisers for certain strategies, has added direct indexing (including tax‑loss harvesting in taxable accounts), and integrates written plans and an online planning portal while coordinating with clients’ other advisors.

Several operational features in the brochure distinguish the firm from many peers: some IARs provide tax services through a separate CPA practice and the firm discloses a tax stipend arrangement to pay clients’ CPAs for limited assistance; the firm also operates an affiliated insurance agency and offers trustee/ILIT administrative and Personal CFO services. The brochure further discloses acceptance of marketing‑expense reimbursements from product distributors and monetary support from custodians (used for advertising, seminars, technology and compliance), a pattern of third‑party support and advertising activity that is less common among similar team firms.