We have developed and refined a process based upon a partnership philosophy. We call it the 3P Approach to financial planning. Our professional team of financial advisors includes experts in investment management, retirement planning, risk management, tax reduction planning, estate planning, debt and cash flow analysis, education planning, and philanthropy.
We help people put the pieces of their financial puzzle together so they can live more and worry less. With a combined total of 100 years of experience, our financial advisors provide clients with custom tailored financial planning solutions. At every life stage we are a partner who helps you plan for accumulation, protect what you've worked hard for, and pass a legacy on to the next generation.
We help people put the pieces of their financial puzzle together so they can live more and worry less. With a combined total of 100 years of experience, our financial advisors provide clients with custom tailored financial planning solutions. At every life stage we are a partner who helps you plan for accumulation, protect what you've worked hard for, and pass a legacy on to the next generation.
Services
Our financial advisors help families achieve their retirement goals through personalized wealth management and financial planning services. Learn more about our professional team below. We are fee-based independent financial advisors who are passionate about your financial planning and wealth management.
Your Money Momentum podcast delivers information on personal financial planning, investing and wealth management with our engaging host, Certified Financial Planner Professional Tom Kennedy from Global Wealth Advisors. Tom brings you 30 minutes of expert discussion, strategy, and practical advice aimed at helping you build momentum with your money.
Our partnership with Commonwealth Financial Network means we work with a leading independent broker-dealer that provides us with access to expert investment specialists. Each of the financial experts on this team brings a breadth of experience in the industry and within his or her own specialization.
A Registered Investment Adviser-independent broker/dealer is a company that a registered investment professional is required to affiliate with in order to buy and sell investment products on behalf of investors. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA).
Just like the pieces in a game of chess, you need more than one professional working together with others to help you achieve your goals. Global Wealth Advisors has carefully cultivated relationships with a select group of trusted outside advisors such as accounting, mortgage, legal, insurance, real estate and retirement professionals.
Reviews (1)
Barb H.
Jan 11, 2017
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I wouldn't have my account anywhere else. Kris has managed my portfolio with care and excellence throughout the volatility of the last decade. A well-balanced allocation has provided both peace of mind as well as steady growth that makes me feel well protected in my retirement.
Executive assistant Tiffany is friendly, accurate and available to help no matter what.
I am blessed to have them as my financial planning team!
Executive assistant Tiffany is friendly, accurate and available to help no matter what.
I am blessed to have them as my financial planning team!
