WHY We Created Global Wealth

Global Wealth was founded on a mission to provide client-centered, trusted advice to our clients, in partnership with key professional advisors.  We aim to be our clients’ advocates while providing education and perspective on the topic of wealth and succession planning so they can make informed decisions on what is best for their families.

We built our firm to fulfill several roles:

 1.    Be a sounding board and advocate for our clients.

2.    Work with a team of professionals from all areas of planning to get our clients the advice and expertise they need.

3.    Build and maintain a confidential, trusted, and loyal relationship with our clients

4.    Educate our clients to be able to make an informed decision about what is best for their family