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Global Wealth Management (GWM) is a paying sponsor of Florida Atlantic University Athletics. Florida Atlantic University Athletics is not a client of GWM. No endorsement by Florida Atlantic University for GWM is stated or implied. Visit https://askglobalwealth.com/fau-disclosure for sponsorship terms.

1. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by Florida Atlantic University is stated or implied. Global Wealth Management is a paying sponsor of Florida Atlantic University Athletics. Florida Atlantic University Athletics is not a client of Global Wealth Management.

2. 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/

3. On August 22, 2024, Global Wealth Management was recognized as a Fastest-Growing Company by South Florida Business Journal. This award recognizes companies based on revenue figures, not performance, and is based on revenue data for the fiscal years 2021, 2022, and 2023. The rating was created and tabulated by Cohn Reznick, an independent accounting firm. Global Wealth Management did not pay to participate in the rating process but did pay for marketing rights for the recognition. For more details, visit: https://bizj.us/1qlzys.

4. The Great Place to Work® Certification is awarded based on employee feedback and workplace culture evaluations conducted by Great Place to Work®, an independent certification organization. Global Wealth Management received this certification for the period of January 2025 to January 2026. This recognition is not indicative of client satisfaction or future investment outcomes.

Contact Us

Office phone: 954-533-7144
Office email: info@askglobalwealth.com

Main Office

1301 E. Broward Blvd., Ste. 200, Fort Lauderdale, FL 33301

Weston Office

1655 N. Commerce Pkwy., Ste. 101 Weston, FL 33326

Coral Springs Office

4500 N. University Dr., Ste. 200 Coral Springs, FL 33065

Boynton / Delray Beach Office

3695 Boynton Beach Blvd., Ste. 9 Boynton Beach, FL 33436

Lakewood Ranch / Sarasota - Meeting Location

9015 Town Center Pkwy., Ste. 110 Lakewood Ranch, FL 34202

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Full Disclosures | Privacy Policy | Terms of Use | Form CRS – Global Wealth Management

Global Wealth Management Investment Advisory, Inc. (Global Wealth Management) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. Insurance services offered separately through Global Wealth Retirement Planning, LLC. Global Wealth Management and Global Wealth Retirement Planning are separate but affiliated entities. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. See full disclosures at https://askglobalwealth.com/full-disclosure/

All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Global Wealth Management Investment Advisory as of the date hereof, which are subject to change without notice at any time. Global Wealth Management Investment Advisory does not represent that any opinion or projection will be realized. Neither Global Wealth Management Investment Advisory nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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/

The rating referenced was given on August 22, 2024, and is based on revenue data for the fiscal years 2021, 2022, and 2023. The rating was created and tabulated by Cohn Reznick, an independent accounting firm, and was presented by the South Florida Business Journal. This award recognizes companies based on revenue figures, not performance. Global Wealth Management (GWM) did not pay to participate in the rating process but did cover the cost for the award badging to market this recognition. For more details, please visit: https://bizj.us/1qlzys.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by Florida Atlantic University is stated or implied. Global Wealth Management is a paying sponsor of Florida Atlantic University Athletics.

Full Disclosures | Privacy Policy | Terms of Use
Form CRS – Global Wealth Management

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 Adviser. MAS and GWM are not affiliated entities. Insurance services offered separately through Global Wealth Retirement Planning, LLC.

This information is not affiliated with or endorsed by the U.S. government or the federal Medicare program. You may be contacted by a licensed insurance agent.

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.

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 or its representatives is stated or implied. All media appearances are paid placements.

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. 1413683 - 8/22