Global Wealth Management in the news
Global Wealth Management Expands to Florida's West Coast, Acquiring Gulf Coast Financial Planning, Adding Over $150 Million in AUA and Welcoming Kurt Stahl
Global Wealth Management (GWM), a leading provider of retirement planning solutions in South Florida, is excited to announce its strategic acquisition of Gulf Coast Financial Planning (GCFP). As part of this acquisition, GWM will add over $150 million in assets under advisement (AUA) and welcome Kurt Stahl, founder of GCFP, to the GWM team.
Global Wealth Management Named on USA TODAY's Best Financial Advisory Firms 2025 List, #1 Advisory Firm in Southeast Florida
Global Wealth Management (GWM), a leading provider of retirement planning and wealth management services, has been recognized on USA TODAY's list of Best Financial Advisory Firms 2025. GWM proudly secured the #85 spot nationwide, ranked #6 in Florida, and earned the #1 position among firms based in Southeast Florida.
Global Wealth Management Expands with New Office in Boynton Beach
Global Wealth Management (GWM) is proud to announce the opening of a new office located at 3695 Boynton Beach Blvd Suite 9, Boynton Beach, FL 33436, significantly extending its reach into the vibrant communities of Boca Raton, Boynton Beach, and Delray Beach.
Global Wealth Management Exceeds $1 Billion in AUA; Names Ivan Minkov as CEO
Global Wealth Management (GWM), a leading retirement planning and investment advisory firm, proudly announces that it has exceeded $1 billion in Assets Under Advisement (AUA)
Global Wealth Management Earns Great Place to Work® Certification; Welcomes Kelly Hultgren as Head of Marketing
Global Wealth Management (GWM), a premier financial advisory firm focusing on retirement planning, is proud to announce two significant milestones.
Global Wealth Management Gives Back: Supporting Feeding South Florida Through Food Drive and Volunteer Efforts
Global Wealth Management (GWM) is proud to share the success of its recent community outreach initiatives in partnership with Feeding South Florida.
Amber Kelly, CFP®, Elevates Global Wealth Management's Impact Through Global Wealth Women and Breast Cancer Awareness Initiatives
Amber Kelly, CFP®, champions efforts that combine health advocacy with financial education for women.
Global Wealth Named One of South Florida's Fastest-Growing Companies, Reflecting Exceptional Client Growth and Service
Global Wealth Management sets new standards in client-focused financial services, earning top recognition in South Florida's business community.
South Florida’s 50 Fastest-Growing Companies of 2024
Global Wealth Management makes the Fast 50 list.
U.S. Stocks Surge, but Dow Industrials and S&P 500 Fall for the Quarter
John Thomas, Chief Investment Officer for Global Wealth, is quoted by the Wall Street Journal.
7 Classic Inflation Hedges and Their Thorns
John Thomas, Chief Investment Officer for Global Wealth, is quoted by U.S. News & World Report.
5 Myths You Need Dispelled as You Plan for Retirement
John Thomas, Chief Investment Officer for Global Wealth, is quoted by HerMoney.com.
5 Undervalued Tech Stocks to Consider
John Thomas, Chief Investment Officer for Global Wealth, is quoted by U.S. News & World Report.
U.S. Stocks Extend Gains as Tech Stocks Rebound and Trade Jitters Ease
John Thomas, Chief Investment Officer for Global Wealth, is quoted by Market Watch.
The Ultimate Guide to Selecting a Financial Advisor
Global Wealth Managing Director and Co-Founder Grant Conness is quoted by Advisors Magazine.
South Florida’s Fastest Growing Companies of 2017
Global Wealth Management makes the Fast 50 list.
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Award Winning
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/
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The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way.
The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm.
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