Global Wealth Management

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Global Wealth Management At Global Wealth Management, our clients are our only priority.

At Global Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

10/22/2026

When was the last time you reviewed your beneficiaries?

Your will is important, but some of your most valuable assets may pass directly to the beneficiaries listed on your accounts.

Life changes. Your beneficiary designations should reflect those changes, too.

Take a few minutes to review who's listed. Your legacy deserves a plan.

10/20/2026

Is your estate plan protecting what matters most?

Even a well-intentioned estate plan can have overlooked details that create complications for your loved ones.
In this video, we cover 3 common estate planning mistakes worth avoiding.

Watch to see if your plan could use a second look.

📸 A Look Back at Retirement, Simplified Jeopardy!Were you there? Comment “SIMPLIFY” below and we'll send you the event p...
10/13/2026

📸 A Look Back at Retirement, Simplified Jeopardy!

Were you there? Comment “SIMPLIFY” below and we'll send you the event photos!

We hope to see you at our next GWM event!

Global Wealth Management Investment Advisory, Inc. is an independent financial services firm and uses a variety of different investment strategies

10/08/2026

Tax season is easier when you’re prepared before the paperwork starts piling up.

From gathering important documents to reviewing your income, deductions and financial decisions from the year, taking time to prepare can help you head into tax season with greater clarity.

In this reel, John Thomas shares a few things to keep in mind as you prepare for tax season and why it can be helpful to look at your tax picture as part of your broader financial plan.

Have questions about how tax considerations may fit into your overall financial picture? Connect with your team at Global Wealth Management through the link in our bio.

Meet Dylan Smith, Wealth Advisor at Global Wealth Management!Dylan brings experience in wealth management, retirement pl...
10/06/2026

Meet Dylan Smith, Wealth Advisor at Global Wealth Management!

Dylan brings experience in wealth management, retirement planning, and portfolio strategy. He works closely with individuals and families to simplify financial decisions and stay focused on their long-term goals.

We’re proud to have Dylan as part of the Global Wealth Management team!


10/01/2026

Before you make a big retirement withdrawal, start with a conversation.

Your savings represent years of work, and plans for what comes next. Understanding the potential tax impact of a withdrawal is part of making an informed decision about that money.

Watch as John Thomas CFA, our Chief Investment Officer, explains why it helps to look at the bigger picture before year-end.

Have a withdrawal in mind? Your team at Global Wealth Management is here to help you explore how it fits your goals.

Call (954) 533-7144 to start the conversation.

09/16/2026

If you needed long-term care, how would you want to pay for it?

Planning starts with understanding your options, and what care could mean for your retirement income, savings, and family.

Your team at Global Wealth Management is here to help you start that conversation. Together, we can explore available solutions and discuss ways to prepare for potential care needs.

📞 Call (954) 533-7144 to connect with our team.

Save this video to revisit with someone you love.

Planning

Meet Charles Bosanac, Wealth Advisor at our Boynton Beach office!With five years of experience in the financial industry...
09/02/2026

Meet Charles Bosanac, Wealth Advisor at our Boynton Beach office!

With five years of experience in the financial industry, Charles helps individuals and families navigate important financial decisions with clarity and confidence. His background in wealth management and client service allows him to provide personalized guidance centered around each client’s long-term goals.

We’re proud to have Charles as part of the Global Wealth Management team!

A full house, plenty of friendly competition, and an evening filled with learning and laughter! 💡Our clients put their r...
08/26/2026

A full house, plenty of friendly competition, and an evening filled with learning and laughter! 💡

Our clients put their retirement knowledge to the test during our Retirement, Simplified Jeopardy! event. Thank you to everyone who joined us and helped make the night so memorable.

At Global Wealth Management, we’re proud to create experiences that bring people together while building a more informed and connected community.

A great evening celebrating growth and success in South Florida! 🎉Members of the Global Wealth Management team attended ...
08/21/2026

A great evening celebrating growth and success in South Florida! 🎉

Members of the Global Wealth Management team attended the South Florida Business Journal’s Fastest Growing Companies Awards, joining local business leaders and organizations making an impact throughout our community.

Thank you to the South Florida Business Journal for bringing South Florida’s business community together for such a memorable event!

Address

1301 East Broward Boulevard #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

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