Global Wealth Strategies is an Independent Financial Services and Business Consulting firm with 75 years of combined industry experience that incorporates a holistic approach to giving advice. Our firm provides unparalleled fiduciary guidance and service to clients that want to grow, protect and enhance their legacies.
At GWS, we are committed to an unbiased and an objective outlook. We conduct annual outside audits of our practice and adhere to a principled refusal to sell proprietary products.
Our fiduciary relationships with our clients demand a wide range of roles, skills and experience. So, we field a specialized team of professionals who know you well, keep you informed and strives to help you reach your investment objectives.
As a boutique firm, GWS can engineer and customize your financial planning and product selection to take you from where you are today and to where you want to go for tomorrow.
Helping to achieve our client’s dreams is paramount.
- H. Jackson Brown, Jr.
Our principles are deeply rooted in family, loyalty, discipline, patient capital and giving back.
We believe that integrity and caring are foundational in all of the relationships we create.
We strive to provide continued value which achieves a higher quality of life for our clients.
We commit to continual learning and self-improvement, striving to be a resource.
CEO & Founder
Investment Director & Portfolio Manager
Client Relations Manager
Director of Business & Operations