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Global Wealth Management

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Global Wealth Management

At Global Wealth Management, our clients are our only priority. Does Your Big-Name Investment Firm Know Yours? It’s Time To Get Personal.

Call (954) 533-7144 to schedule your complimentary, no-obligation meeting today. As an independent investment management firm without shareholders, the investments we recommend are never chosen by a company mandate to push proprietary financial products. Our advice is customized to help meet the dynamic needs of our clients. Together, in person, we develop a financial plan that takes into account

your current situation and goals. We take a proactive approach to plan administration by continuously monitoring and updating to reflect changes in the market. We get to know each client, and their family, personally, and are always available to discuss questions or concerns that may arise. Global Wealth Management provides industry experience in:

Private Asset Management
Retirement Income Planning
Portfolio Management
Asset Protection Strategies
Income Tax Minimization
Risk Management

Request a personal consultation with Grant & Andrew by calling (954) 533-7144.

1301 E Broward Blvd | Suite 200 | Fort Lauderdale, Florida 33301
With convenient meeting locations in Fort Lauderdale, Coral Springs and Weston. Our philosophy is simple: better understanding, better planning, and better service equals better results. Get to Know Us:

Global Wealth Management co-founders, C. Grant Conness and Andrew Montgomery Costa, host a financial radio show on 610 WIOD and iheartradio.com. They contributed to the Amazon Best-Selling book “The Ultimate Success Guide”. Andrew and Grant have appeared on local affiliates of major television networks such as CBS, NBC, ABC, and FOX as industry leaders in the investment management business, and have been featured and quoted in major publications, such as The Wall Street Journal, USA Today, and Newsweek. Disclosure: Securities offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of Global Wealth Management Advisory (GWM), a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training. GWM and MAS are not affiliated entities.

06/01/2026

🗓️ We're halfway through 2026: have you checked in on your retirement plan lately?

June is a great time to review where you stand and make any necessary adjustments before the year is out. Whether you're years away from retirement or approaching it quickly, a mid-year review can make a real difference.

📞 Call us today for your complimentary Retirement Roadmap Review , no cost, no obligation. (954) 533-7144 | https://hubs.ly/Q04jyTph0

05/30/2026

A few Social Security numbers worth knowing in 2026:

The cost-of-living adjustment came in at 2.8% this year, adding around $56 a month to the average retiree's benefit. Full retirement age is now 67 for anyone born in 1960 or later. The earnings limit before full retirement age increased to $24,480. And for those who delay claiming until age 70, the maximum monthly benefit is approximately $5,181.

Social Security is an important foundation, but it rarely tells the whole story. Understanding how it connects to your savings, pension, and other income sources is where the real planning happens.

We're here to help you put those pieces together. Feel free to reach out!

05/29/2026

If you or someone you love is 65 or older, this is worth a few minutes of your time.

A new "senior bonus" deduction of up to $6,000 per person (up to $12,000 for a qualifying married couple) is in effect for tax years 2025–2028. It stacks on top of the standard deduction, and unlike some deductions, it's available whether you itemize or not.

There are income limits: the benefit phases out above $75,000 for single filers and $150,000 for married couples filing jointly.

How it applies to your situation depends on your full financial picture. That's exactly what our Complimentary Retirement Roadmap Review is designed to help you sort through.

Call us, send a message, or click the link below to schedule yours, no cost, no obligation.
https://hubs.ly/Q04jrlfM0

Tax laws are subject to change. Consult your tax advisor for guidance specific to your situation.

05/19/2026

Most people assume estate planning is something to handle later. The data says otherwise.

According to the Trust & Will 2026 Estate Planning Report, the largest study of its kind, surveying 5,000 U.S. adults, 56% of Americans have zero estate planning documents. And among high earners ($250K–$499K), 74% say estate planning is "very important," yet the majority still haven't acted.

Here's what changed in 2026 that makes this even more urgent:

✅ The federal estate tax exemption is now $15 million per individual (up from $13.99M in 2025), permanently set by the One Big Beautiful Bill Act
✅ The annual gift exclusion is $19,000 per recipient, $38,000 per couple, and resets every January 1
✅ Beneficiary designation on your IRAs, 401(k)s, and life insurance legally override your will, only 21% of families have reviewed theirs

If your estate plan hasn't been updated in the last year, it may not reflect the current rules, or your current wishes.

Our team at Global Wealth Management offers complimentary estate planning reviews for retirees and pre-retirees across South Florida. Call us at 954-533-7144 or visit https://hubs.ly/Q04h7MVJ0 to get started.

For informational purposes only. Not investment, tax, or legal advice. Global Wealth Management Investment Advisory, Inc. is an independent financial services firm.

05/14/2026

🏡 Think estate planning is only for the ultra-wealthy? Think again.

Whether you have a modest home, a retirement account, or simply want to make sure your loved ones are taken care of, an estate plan is one of the most important gifts you can give your family.

It's not just about what you leave behind. It's about making decisions now, on your terms, so your wishes are honored and your family is protected.

At Global Wealth Management, we help pre-retirees and retirees in Fort Lauderdale and beyond navigate estate planning as part of a complete retirement strategy, because Retirement, Simplified means no loose ends.

📞 Ready to get your plan in place? Visit https://hubs.ly/Q04gkjh-0 to get started.

05/12/2026

We've been settling in and we have to say, we love it here. 🏢✨

Take a peek at our new Sarasota space! It's bright, welcoming, and ready for some great conversations about your retirement future.

If you're ever in the area, the door is always open.

📍 6952 Professional Parkway E, Sarasota, FL 34240
💻 https://hubs.ly/Q04gjH5S0

04/23/2026

Are your retirement savings actually protected at these market highs? 🚨

The S&P 500 just hit record highs, and for pre-retirees, that's actually the most dangerous time to stop paying attention.

Here are 3 things you should be doing with your money right now:
1️⃣ Take profits strategically, before the market does it for you
2️⃣ Rebalance before you have to, not after a drawdown
3️⃣ Stress-test your withdrawal plan for a 25% drop

Want personalized guidance? Join us LIVE on Wednesday, April 29 at 11:00 AM EST for a FREE 45-minute webinar with our Chief Investment Officer, John Thomas, CFA®.

He'll show you how to align your portfolio with where you actually want to be in retirement, with a practical framework you can apply the same day.

👉 Register here: https://hubs.ly/Q04dgHG-0

Which of the three feels most urgent for you right now?

Market

04/21/2026

In times of market uncertainty, the instinct to act is understandable, but the smartest move is often making sure your foundation is secure first.

Do you have 1-2 years of expenses in liquid savings?

If the answer is yes, you're in a strong position and may not need to react at all.
If the answer is no, that's the most important conversation to have with your advisor before anything else.

Volatility is uncomfortable, but preparation is your greatest asset.

04/15/2026

Big news from the GWM family! 🌟

We are thrilled to announce that Global Wealth Management has been recognized by USA Today as one of the Best Financial Advisors in the country, for the second year in a row!

And here is the part that really means something to us: we are the ONLY firm in Fort Lauderdale to be named in our category. That is a testament to our clients, our community, and the team that shows up every day to do this work with heart.

Thank you for trusting us. This one is for you.

See the full list here: https://hubs.ly/Q04c81Lf0

05/16/2025

We’re honored to be named on USA TODAY’s 2025 list of Best Financial Advisory Firms!
Global Wealth Management ranked:
🔹 Top 100 in the US
🔹 #6 in the state of Florida
🔹 #1 in Southeast Florida
This recognition reflects our team’s commitment to building lasting relationships and helping clients retire with clarity and confidence. Thank you to our incredible clients and partners for your continued trust!
This milestone follows our continued expansion across Florida, with new offices in Palm Beach County and Lakewood Ranch/Sarasota.
Read the full announcement:
👉 https://www.prnewswire.com/news-releases/global-wealth-management-named-on-usa-todays-best-financial-advisory-firms-2025-list-1-advisory-firm-in-southeast-florida-302448473.html

On April 23rd, 2025, Global Wealth Management was named Best Financial Advisory Firm 2025 by USA Today and Statista Inc., in 2025. No compensation was provided to USA Today or Statista Inc., to obtain inclusion on the list, but there is a licensing fee to utilize USA Today’s and Statista Inc., logos in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on https://www.usatoday.com/story/money/2025/04/22/top-financial-adviser-firms/78030977007/

Address

1301 East Broward Boulevard, Suite 200
Fort Lauderdale, FL
33301

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+19545337144

Website

http://www.askglobalwealth.com/, https://linktr.ee/globalwealthmanagement

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