Global Wealth Management

What Global Wealth Management does

Global Wealth Management (legal entity Global Wealth Management Investment Advisory, Inc., DBA GWM) is a Florida-based, SEC-registered investment advisory firm founded in 2009 by Grant Conness and Andrew Costa and headquartered in Fort Lauderdale. The firm serves affluent retirees, pre-retirees, and high-net-worth individuals across South Florida through six regional offices (Fort Lauderdale, Weston, Coral Springs, Boynton/Delray, Sarasota/Lakewood Ranch, and The Villages), with a defined Retirement Roadmap Review process (Discover, Portfolio Review, Plan Review, Experience) that integrates investment management, tax planning, Social Security and Medicare navigation, and estate planning.

Its product surface includes the core Retirement Roadmap Review, comprehensive wealth management, GWM Medicare Solutions, GWM Women, an Ambassador referral program, identity theft protection via Norton/LifeLock, and educational workshops. The underlying client-facing technology is the third-party Orion Advisor portal for account access and Sterling Capital for investment guidance; the firm does not develop proprietary AI or technology.

Revenue is generated primarily through fee-based advisory services billed on Assets Under Advisement (exceeding $1 billion as of 2024, with $150M+ added via the May 2025 acquisition of Gulf Coast Financial Planning) via the registered investment adviser entity GWMIA, supplemented by insurance and Medicare commissions through the affiliated Global Wealth Retirement Planning, LLC. Go-to-market is sales-led via direct advisor relationships, workshops, community/charity partnerships, earned media (NBC5 show, radio program, Kiplinger/WSJ features), and the Boca Raton-resort-based Ambassador referral program; the firm is privately held by its co-founders with no disclosed institutional or PE backing.

Name

Global Wealth Management

Legal name

Global Wealth Management Investment Advisory, Inc.

Website

https://askglobalwealth.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Global Wealth Management is a Florida-based, SEC-registered investment advisory firm serving affluent retirees and pre-retirees across South Florida with fee-based retirement planning, wealth management, and Medicare solutions via six regional offices.

Ownership category

akta.pro rank

Product category

Wealth Management and Retirement Planning Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Retirement planning
• Wealth management
• Financial advisory
• Investment management
• Estate planning

Headquarters

HQ city

Fort Lauderdale

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services offered through Global Wealth Management Investment Advisory (GWMIA), an SEC Registered Investment Adviser. Revenue generated through advisory fees based on assets under advisement.
2. Insurance Products: Insurance services offered separately through Global Wealth Retirement Planning, LLC, including annuities, Medicare solutions, long-term care, and life insurance products.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

Global Wealth Management is a Fort Lauderdale-based SEC Registered Investment Adviser that provides fee-based retirement planning and wealth management services primarily to individuals, families, and business owners in South Florida. Its signature offering is the Retirement Roadmap Review, a structured four-stage process (Discover, Portfolio Review, Plan Review, Experience) covering retirement income, investment, tax, healthcare, Social Security, annuity, and estate planning. The firm also distributes insurance products through its affiliate Global Wealth Retirement Planning, LLC, including annuities, Medicare solutions, long-term care, and life insurance.

Product overview

Global Wealth Management (GWM) operates as a unified financial advisory firm offering retirement planning and wealth management services primarily to individuals and families in South Florida. The firm's core offering is the Retirement Roadmap Review—a four-step financial planning process (Discover, Portfolio Review, Plan Review, Experience)—complemented by integrated wealth management services combining investments and insurance products. Supporting modules include GWM Medicare Solutions for healthcare navigation, the Ambassador Program for referrals, educational workshops on taxes and retirement, and identity theft protection. The firm also produces media content including The Global Wealth Show (TV) and The Retirement Planning Show (radio/podcast). Clients access accounts through the Orion Advisor portal. The company is structured with Global Wealth Management Investment Advisory (GWMIA) as its SEC-registered investment adviser entity and Global Wealth Retirement Planning, LLC for insurance services.

Differentiator

Problem solved

Functional benefit

Brands

• GWM Women: Women's initiative focused on financial education and empowerment for women.
• GWM Medicare Solutions

Products and services

• Retirement Roadmap Review Signature four-step retirement planning process: Discover (assessing financial situation and goals), Portfolio Review (analyzing investments, taxes, risks, Social Security, and annuities), Plan Review (creating income, investment, tax, healthcare, and estate strategies), and Experience (implementation and ongoing guidance). Offered as a complimentary initial review with no obligation for prospective clients.
• Wealth Management Services Comprehensive ongoing financial services integrating investment and insurance products to create retirement strategies tailored to individual needs, including asset protection, wealth growth, tax optimization, and retirement income planning. Delivered by a team of advisors, planners, and client support staff and billed on a fee basis through Global Wealth Management Investment Advisory (GWMIA), the firm's SEC Registered Investment Adviser entity.
• Investment Advisory Services Fee-based investment advisory services offered through Global Wealth Management Investment Advisory (GWMIA), an SEC Registered Investment Adviser. Revenue is generated through advisory fees based on assets under advisement, with investments guided objectively through the Sterling Capital platform.
• Insurance Products Insurance services offered separately through Global Wealth Retirement Planning, LLC, including annuities, Medicare solutions, long-term care, and life insurance products, distributed to clients of the firm's retirement and wealth management practice.
• GWM Medicare Solutions Specialized Medicare navigation services helping retirees understand Medicare basics, compare plan options, and make informed decisions about coverage including Part D prescription drug plans and supplemental insurance. Led by Vice President of Healthcare Solutions Irma Reyes.

Quantifiable outcome

• Exceeded $1 billion in Assets Under Advisement (AUA)
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Partnerships

Ten partnerships are on record, tiered supporting and minor.

• Sterling CapitalsupportingTechnology or IntegrationSterling Capital provides objective investment guidance enabling GWM to offer a transparent and unbiased investment platform with clear investment choices for clients.
• Florida Atlantic University AthleticssupportingOthersGWM is a paying sponsor of Florida Atlantic University Athletics, receiving sponsorship rights including use of FAU Athletics trademarks and logos in marketing materials. GWM pays $25,000 net from July 2024 - June 2025 and $26,500 net between July 2025 - April 2026.
• The Boca RatonsupportingStrategic or Co-development PartnerPartnership with The Boca Raton resort where GWM Ambassador Program rewards are redeemed. Clients earn complimentary nights at The Boca Raton for qualified referrals (clients with $250k+ in investable assets who complete appointments).
• LifeLock/NortonminorOthersGWM offers discounted LifeLock identity theft protection services to clients through a partnership providing access to Norton benefits platform.
• Feeding South FloridaminorOthersCharitable partnership supporting the largest and most efficient food bank serving Palm Beach, Broward, Miami-Dade and Monroe counties. GWM conducts food drives and volunteer efforts.
• OneBloodminorOthersCharitable partnership with the not-for-profit blood center responsible for providing safe blood to over 200 hospital partners throughout most of Florida, parts of Georgia, Alabama and South Carolina.
• The Jason Taylor FoundationminorOthersCharitable partnership supporting programs that facilitate personal growth and empowerment of South Florida's children in need, focusing on improved health care, education and quality of life.
• Kids In DistressminorOthersCharitable partnership with the licensed, nationally accredited agency working for prevention of child abuse, preservation of the family, and treatment of abused and neglected children in Broward and Palm Beach counties.
• Women In DistressminorOthersCharitable partnership with the only nationally accredited, state-certified, full-service domestic violence center serving Broward County, providing intervention, education and advocacy.
• Racing for CancerminorOthersCharitable partnership dedicated to promoting and launching early detection and prevention initiatives and promoting awareness and eradication of childhood cancer.

Scale indicators5 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Carson Group: Large independent RIA and wealth management platform serving individual investors with holistic financial planning. Comparable to GWM in advisor-led, fee-based retirement planning model, though larger and nationally scaled with significant advisor recruiting and M&A activity.
• Mariner Wealth Advisors: National RIA providing comprehensive financial planning, investment management, tax, and estate services to affluent individuals and families. Comparable to GWM in client focus on high-net-worth retirees and integrated financial planning offering, with a similar acquisitive growth strategy.
• Mercer Advisors: Large national RIA specializing in holistic financial planning, investment management, tax, and estate planning for high-net-worth individuals and retirees. Comparable to GWM in client focus, integrated service model, and growth-by-acquisition playbook, though with significantly greater AUM and geographic reach.
• Creative Planning: One of the largest independent RIAs in the U.S., offering wealth management, retirement planning, and tax services to high-net-worth individuals. Comparable to GWM in the integrated retirement-focused RIA model, fee-based revenue, and aggressive advisor recruiting and acquisition strategy.
• Buckingham Strategic Wealth: Independent, fee-only RIA providing comprehensive financial planning and investment management, with a notable specialization in retirement income planning. Comparable to GWM in its focus on evidence-based retirement planning for affluent households, and its advisor-led multi-office model.
• Halbert Hargrove: Long-established independent RIA providing personalized wealth management, retirement planning, and estate strategies primarily to retirees and pre-retirees. Comparable to GWM in its specialization in serving affluent retirees with holistic planning, with similar team-based advisor structure and regional concentration.

Broad incumbents

• Ameriprise Financial: Large diversified financial services firm offering financial planning, wealth management, retirement, and insurance products through a national advisor network. Comparable to GWM in the integrated wealth + insurance retirement model, though much larger, public, and not limited to Florida.
• Edward Jones: National full-service financial advisory firm with a heavy retirement-planning focus and a large branch-office footprint. Comparable to GWM in the local-office, advisor-led, retirement-income-planning model, though operating at vastly greater scale and geographic breadth.
• Raymond James Financial: Diversified financial services holding company with a large independent advisor channel offering wealth management, retirement planning, and insurance products. Comparable to GWM in the wealth + insurance retirement offering; John Thomas, GWM's CIO, was previously a financial advisor at a Raymond James affiliate.
• Fisher Investments: Large independent investment management firm primarily serving high-net-worth individuals and retirees with portfolio management and financial planning. Comparable to GWM in its affluent-retiree client focus and fee-based AUM model, though it operates as a much larger, more centralized portfolio manager.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/askglobalwealth
• Facebookfacebook.com/AskGlobalWealth/?ref=hl
• LinkedInlinkedin.com/company/global-wealth-ma
• Instagraminstagram.com/askglobalwealth/?hl=en

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Global Wealth Management