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We’re here to help you feel confident in your financial future.
What We Offer
At Global Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
1
Discover
Imagine what your ideal retirement looks like, and explore what’s important to you.
How?
Assess Current Financial Situation
Clarify Future Goals
2
Evaluate
Examine your current financial situation, and determine your retirement income needs.
How?
Risk Analysis
Cost Analysis
Income Analysis
Social Security Analysis
Annuity Analyzer
3
Plan
Develop a custom strategy so that you can take steps toward meeting your retirement goals.
How?
Income Plan
Investment Plan
Tax Plan
Healthcare Plan
Legacy and Estate Plan
Trusts
Probate
Charitable Giving
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.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a workshop.