Skilled Professionals. Tailored Strategies.
Our team combines financial experience and a passion for service to deliver a personalized approach to every client. From understanding your unique goals to simplifying the complexities of financial planning, we are committed to helping you find clarity and confidence on your retirement journey.
C. Grant Conness
Managing Director & Co-Founder
Wealth Advisor
Grant Conness is focused on helping clients achieve their ideal retirement by providing them with both innovative and traditional retirement planning and investment management solutions.
Grant is the co-founder and managing director of Global Wealth Management, an SEC Registered Investment Adviser. He is the co-host of “Retire Now South Florida,” airing on NBC, CBS, ABC and FOX. Grant is a regular Kiplinger contributor. He has been quoted in major publications such as The Wall Street Journal.
Grant currently resides in Fort Lauderdale with his wife, Jessica, and their four children. He is a passionate sports fan and enjoys boating, surfing, paddle boarding, coaching his children’s sports teams and spending quality time with his family. He is passionate about serving the community where he was raised via Global Wealth with Purpose, where he gives back to many worthy charities and foundations throughout South Florida.
Andrew M. Costa
Managing Director & Co-Founder
Wealth Advisor
Andrew Montgomery Costa has worked extensively in the field of financial services, helping retirees and pre-retirees to have greater confidence in the days ahead through sound retirement planning and investment management solutions.
Andrew is the co-founder and managing director of Global Wealth Management, an SEC Registered Investment Adviser. He has been quoted in major publications such as The Wall Street Journal. Andrew is the co-host of “Retire Now South Florida,” airing on NBC, CBS, ABC and FOX. Andrew is a regular contributor in Kiplinger.
Andrew has lived in Fort Lauderdale for over 35 years, and he and his wife, Heather, are proud parents of their two sons, Dylan and Austin. Andrew has a passion for sports, and his hobbies include spending time with family, golfing, boating and traveling. He is also passionate about giving back to the community of Fort Lauderdale, where he was born and raised.
Retire Now South Florida, Kiplinger, and Wall Street Journal appearances are paid placements.
Executive Team
Wealth Advisors
Wealth Managers
Client Services
Client Success Team
Strategic Partners
Sterling’s objective investment guidance enables us to provide an investment platform that is transparent and unbiased, so we can provide you with clear investment choices.
Ready to Start Your Journey?
Explore how our financial services can simplify your retirement planning. Schedule a meeting today or attend one of our informational workshops to learn more about what we offer.