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Welcome to Global Wealth Management

We provide wealth accumulation and protection strategies that are appropriate for the needs of our clients.

The possession of wealth is an exceptional opportunity and responsibility.

To be effective, it requires the integration of a wide variety of specialized expertise and complex interaction between these experts and various legislative and regulatory agencies.

We strive to work with our clients to construct and maintain the financial picture that meets their individual needs. Wealth management is an ongoing process, not a one time event.

We provide wealth accumulation and protection strategies that are appropriate for the needs of our clients.

Our clients tell us they want to build a relationship with real people where they get outstanding personal attention. They do not want to be a number on a corporate client service structure; they do not want excessive bureaucracy.

We invite you to explore the wealth of opportunity at Global Wealth Management.

LATEST NEWS rss VIEW ALL

Financial Professionals Grant Conness and Andrew Costa Featured on FOX as Guests on “The Consumer’s Advocate” Show

Tuesday, June 18th, 2013

FOR IMMEDIATE RELEASE

Andrew Costa and Grant Conness of Global Wealth Management, were recently seen on NBC, CBS, ABC and FOX network affiliates around the country as guests on “The Consumer’s Advocate” TV show.

Ft. Lauderdale, FL – June 12, 2013 – Andrew Costa and Grant Conness, Managing Directors of Global Wealth Management, were recently guests on The Consumer’s Advocate television show. The show, filmed in Orlando, FL, was recently featured on NBC, CBS, ABC and FOX network affiliates around the …


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How Retirement Planning Can Save Big Money For High Earners

Tuesday, May 21st, 2013

Thanks to major changes in income tax this year, the more money you make, the less likely you’ll be to qualify for tax refunds – and the more attention you need to pay to the tax implications of your retirement account. Now, more than ever, you have to protect your hard-earned money.

To avoid the worst of the tax hit on high income households, take the time to reevaluate your diversification and investment strategies. For starters, look into funneling your nonqualified …


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Tired of Feeling Like a Small Fry? What Big Businesses Get That Individual Investors Don’t

Thursday, May 16th, 2013

If you’ve been investing for a while, you’ve noticed that individual investors and large institutional investors are treated very differently. Smaller investors often don’t get the same level of financial advice, pricing or selection as large institutions and corporations – and it’s not just true of investing. Bigger customers with more buying power always get better service and more options than the little guy – unless that little guy knows how to go from retail to wholesale.

So let’s talk about …


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