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We help people by never losing sight of our philosophy, planning strategy, and process. As independent financial advisors, we offer our clients the resources and flexibility to simplify their financial life and help them reach their objectives. We put all those pieces of the financial puzzle together so our clients can live more and worry less.
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Global Wealth Advisors has the resources and flexibility to provide people with a custom tailored personal financial planning solution. Our process is designed to ensure that our clients never outgrow a stagnant plan, rather the plan continues to evolve as their lives advance. Our experienced team includes specialists in investment management, retirement planning, risk management, tax reduction planning, estate planning, debt and cash flow analysis, education planning, and philanthropy.
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GWA was formed in 2008 to meet independence from “in-house” products for clients who are typically seeking advanced solutions to complex financial situations. An important part of GWA’s 3P Approach© to planning is working with our clients’ other trusted advisors like CPAs, insurance agents and attorneys in a collaborative team effort. We help clients put the pieces of their financial puzzle together, so they feel secure in knowing their financial matters are in order. For more information, please visit www.gwadvisors.net.
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We value giving back to the communities in which we operate. Through GWA Gives© we actively engage with the community through a variety of volunteer and philanthropic activities. This giving philosophy also extends to educating the public about the various financial strategies they can use. To that end, we publish a monthly newsletter, blog, videos, and podcast that are useful for people at any stage of their financial life.
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Global Wealth Advisors is a privately held independent financial planning and wealth management firm practicing at 4400 State Hwy 121, Ste 200, Lewisville, TX 75056. We can be reached at 972-930-1238.
Securities and advisory services offered through Commonwealth Financial Network, member www.FINRA.org / www.SIPC.org, a registered investment advisor. Fixed insurance products and services, and additional advisory services offered by Global Wealth Advisors, a registered investment advisor, are separate and unrelated to Commonwealth.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NM, NY, OK, PA, SC, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.