HAVE YOU BEEN LAID OFF
CLOSE TO RETIREMENT?
Affected by layoffs? Not sure how it will affect your retirement? Our complimentary book 10-Step Layoff Survival Guide can help.
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Global Wealth Management
It’s never too late to take the first step or get a second opinion on your financial strategy.
Taking Care of You Begins with a Clean Visit
We have adopted the following procedures for all meetings at our office, including the appointment we have scheduled with you:
- We are spreading out appointments in order to clean before and after every visit.
- We are following strict cleaning guidelines.
- If you prefer to stay at home, we are more than happy to conduct a virtual meeting. Just let us know in the message box in the form below.
Schedule A Meeting
It is important to feel you have control over your future. At Global Wealth Management, we can help you develop a strategy to keep you on the path to your goal. Contact us today to schedule a no-obligation meeting to discuss your financial future and the possible role of investments and insurance products in your financial strategy.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Global Wealth Management Investment Advisory (GWM), a Registered Investment Advisor. MAS, Global 1031Exchange, and GWM are not affiliated companies.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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The Society of Financial Awareness "SOFA" is a paid membership organization comprised of professionals of varying specialties. SOFA is a 501(c)(3) non-profit organization whose focus is to provide financial education to individuals, businesses and organizations through member professionals. The SOFA logo and/or trademarks are property of their respective owners and no endorsement of Global Wealth Management or its representatives is stated or implied.
The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.