Specialized Services

Sports & Entertainment Division

Personalized financial planning designed to meet the needs of professional athletes

For many successful professional athletes, preserving and protecting their hard-earned wealth is a major priority.

We are your financial coach, and as your career evolves and your life changes, we will help guide you and ensure your needs are met. Every sport has different earning levels, pension funds, and penalties for early withdrawls. We will empower you to make intelligent decisions and help you to gain confidence and control over your financial life.

The Sports & Entertainment Division of Global Wealth Management is led by Richard Giannotti. A former professional athlete himself, Richard realizes the concerns this unique group faces. Richard works in conjunction with Global Wealth Management co-founders Grant Conness and A. Montgomery Costa to bring a high degree of trust, integrity, and service to those they serve.

Women, Wealth & Retirement

Focused life and financial planning for women, by women

Women’s financial needs are often very different from men’s. Global Wealth Women was created to address the unique aspects of women’s financial goals and concerns, helping them create life and income plans to help ensure emotional, physical, and financial balance throughout each stage of their lives.

Global Wealth Women is led by Amber Kelly. Amber understands what it means to work hard and put others’ needs before her own. A wife and mother of three daughters, she is well acquainted with the challenges women face today and is on a mission to help guide women — whether they are married, single, divorced, or widowed.