Global Wealth Advisors

Global Wealth Advisors

5.0
1 hire on Thervo
15 employees
22 years in business

About this pro

I formed Global Wealth Advisors (GWA) to meet independence from “in-house” products for clients who are typically seeking advanced solutions to complex financial situations. An important part of our “3P Approach” to financial planning means we work with your other trusted advisors like CPAs, insurance agents and attorneys in a collaborative “team” effort. One where you sit on the same side of the table. 

My career passion is to help clients reach a point that they feel 100% secure in knowing their financial matters are in order. That's why Global Wealth Advisors was formed in 2000 to help people just like you, who are typically seeking advanced solutions to complex financial situations. Whether your goal is wealth preservation, asset protection, retirement income distribution, college funding, business succession, estate planning or a combination of these, GWA provides you with cutting-edge knowledge, strategies and tools.

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Credentials

Lewisville, TX 75056
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Phone verified

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FAQs


What is your typical process for working with a new customer?

The new client process often starts with our intelligent SmartMap where you can check the facts of where you are today and display it in a colorful asset map to compare it with where you want to be. Get it for free at: http://app.asset-map.com/i/6GavR7aO


What education and/or training do you have that relates to your work?

I am a Chartered Retirement Planning Counselor™ (CRPC®), have passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification exam, am an Accredited Investment Fiduciary® (AIF®) and hold FINRA Series 7, 24, and 66 securities registrations with Commonwealth Financial Network®. I am also a graduate of Southwest Missouri State University with a Bachelor of Science in Finance.


Do you have a standard pricing system for your services? If so, please share the details here.

We get you. We offer you six flexible planning options that grow with you. From DIY to low-cost plan, from personalized meetings to wealth management, we've got you covered. See more at: www.youtube.com/watch?v=7k6lEiSSSJY 


What types of customers have you worked with?

We work with clients who are typically seeking advanced solutions to complex financial situations.


What advice would you give a customer looking to hire a pro in your area of expertise?

Ask for a written description of any potential conflicts of interest. You should also ask for a written agreement that will detail the services that will be provided to you. 


What questions should customers think through before talking to pros about their needs?

It is important to consider how your potential advisor is compensated. Do they receive large, up-front commissions, or are they paid an ongoing fee for providing advice and the management of your portfolio?


Services offered