Award Winning
As seen on:
On April 23rd, 2025, Global Wealth Management was named Best Financial Advisory Firm 2025 by USA Today and Statista Inc., in 2025. No compensation was provided to USA Today or Statista Inc., to obtain inclusion on the list, but there is a licensing fee to utilize USA Today’s and Statista Inc., logos in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on https://www.usatoday.com/story/money/2025/04/22/top-financial-adviser-firms/78030977007/
Any media logos and/or trademarks contained herein are the property of their respective owners, and no endorsement by those owners of Global Wealth Management Investment Advisory is stated or implied.
As seen on:
On April 23rd, 2025, Global Wealth Management was named Best Financial Advisory Firm 2025 by USA Today and Statista Inc., in 2025. No compensation was provided to USA Today or Statista Inc., to obtain inclusion on the list, but there is a licensing fee to utilize USA Today’s and Statista Inc., logos in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on https://www.usatoday.com/story/money/2025/04/22/top-financial-adviser-firms/78030977007/
Any media logos and/or trademarks contained herein are the property of their respective owners, and no endorsement by those owners of Global Wealth Management Investment Advisory is stated or implied.
Our Process
Your Retirement Roadmap Review
“Do I have enough, or do I have a problem?”
That question — or some version of it — is what concerns just about everyone who walks through our doors.
Here's the reality: Having a retirement account isn't the same as having an actual plan. That's where we can help. At Global Wealth Management, our signature Retirement Roadmap Review process is designed to help simplify your retirement planning journey by creating a clear strategy aligned with your needs and goals. Best of all? Your Review is complimentary, with no commitment and no obligation. Even if we don't work together, you'll leave our office with a true sense of where you are and where you need to be.
Download our featured guides
Navigating Market Volatility:
It's All About Perspective
How can past volatility inform our present? Watching market volatility can be exciting or nerve-wracking, depending on how much of your assets are tied to the markets’ performance. How do you know how to react? This 12-page guide explains all of that and more.
Tariffs & Your
Retirement
Stay Ahead of Tariff Changes Impacting Your Retirement! Discover how tariffs and inflation could affect your Social Security benefits, Medicare costs, and retirement savings. Download our comprehensive guide and learn practical steps to help safeguard your financial future.
In the Media
Timely Insights, Always Within Reach
Grant Conness and Andrew Costa of Global Wealth Management share their financial experience across TV, radio and print to help you take charge of your retirement story.
Watch "The Global Wealth Show" on NBC5 WTVJ.
Listen: Catch up on episodes of "The Retirement Planning Show with Global Wealth Management."
Learn how to navigate your retirement journey by reading “Charting Your Financial Course,” which addresses Social Security, tax efficiencies, long-term care and a host of other retirement issues.
About Global Wealth Management
Your Pursuits Are Our Passion
When Grant Conness and Andrew Costa co-founded Global Wealth Management in 2009, they set out to change the financial advisory industry. They set out to arm clients with financial clarity and confidence. They set out to offer protection, reduce risk and give people the direction they needed to pursue their dreams.
They accomplished all of that, too, and are still doing it today.
At Global Wealth, we’re passionate about all sorts of things — our families, our South Florida community and charities, sports — but we also are passionate about helping people just like you! We’re passionate about furthering the vision and mission that Grant and Andrew had at the start.