Global Wealth Management Client Resources

Your Retirement Roadmap Process

The Global Wealth Advantage


Investment & Money Management*

Retirement Income Planning

Estate Planning* (Trusts/Wills)

Tax Planning & Tax Returns*

Real Estate Brokerage Services*

Property & Casualty Home/Auto Insurance*

Business Insurance (Buy & Sell)*

1031 Tax Deferred Exchanges

Long-Term Care Insurance*

Home & Commercial Mortgages*

*Global Wealth Management is not licensed to buy or sell real estate. Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

Global Wealth Management may receive compensation from referrals to third-party professionals.

Want to learn more about the services listed above?

Schedule Your Next Client Review

We feel it is important to visit with our clients biannually in our office or via conference call to discuss and review their existing retirement plan and investment accounts. These reviews provide opportunities to answer your questions and assess the progress of your accounts in relation to your current plan.

Think about your personal situation throughout last year. How has it changed?

During our visit, we’ll cover:

  • Lifestyle and health changes

  • Review of current beneficiaries

  • Review of financial and retirement income plans

  • Review of current investment products and overall investment strategy

  • Review of current annuity products and their guarantees, income provisions, and index allocation options (if applicable)

  • Critical financial events and their potential effects on your retirement

  • Any additional insurance needs such as Medicare, long-term care and life insurance

  • Estate and legacy-planning aspirations

  • Working with a strategic partner for a review of trust and will

  • Discussion of tax planning and tax-minimization strategies

Weekly Webinars

Are you concerned about market volatility and how it could affect your retirement plan? Join us every Friday at 11 a.m. for the GWM Weekly Webinar to find out what happened in the economy and markets this week and strategies on how to navigate in this environment.

If you can’t attend a webinar, you can call in to our Weekly Market Update at 3 p.m. every Friday. Toll-Free: (530) 881-1212 and enter our meeting ID: 173-875-208 when prompted.

Register for a Workshop

You can bring a family member or friend. Our workshops focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Global Wealth Management Ambassador Program

Do you have a relative or friend who could benefit from working with us? Please fill out a referral form so we can reach out to them.

By referring a friend or family member, you can reach Global Wealth Management’s Elite Ambassador status! Click here to learn more.

Monthly Calls

Monthly REIT & Alternative Investment Update Call
Last Thursday of the month at 10 a.m.

Stock Opportunity of the Month Call
First Monday of the month at 4 p.m.

Join Our Monthly Conference Calls
Call our Toll-Free #: (530) 881-1212 and enter our Meeting ID: 173-875-208 when prompted.

To hear a replay after the call is completed
Call: (530) 881-1219 and enter our Meeting ID: 173-875-208. To listen to the most recent recording, press the # key.

Global Wealth Management can help with identity theft services.

Global Wealth Management may receive compensation from the sale of identity theft services.