Introducing Koala Prospector! Bringing Waterfall Enrichment to Reps

Learn More!
Global Wealth Management

Global Wealth Management

Global Wealth Management (GWM) is an independent Fort Lauderdale-based investment management firm that specializes in retirement income and estate planning strategies for individuals and families planning for and living in retirement. Led by financial co-authors, radio talk show hosts and investment advisors Andrew M. Costa and C. Grant Conness, the firm caters to a wide array of clients in South Florida and throughout the nation. Services provided by GWM include private asset management investments,retirement income planning, asset protection, income tax minimization strategies, risk management, guaranteed income solutions and alternative investments.

Last updated on

About Global Wealth Management

Founded

1995

Estimated Revenue

$1M-$10M

Employees

11-50

Funding / Mkt. Cap

$433K

Category

Industry

Financial Services

Location

City

Fort Lauderdale

State

Florida

Country

United States