Global Wealth Strategies
Financial - Services
If you were given the opportunity to redefine the last 10 years of your financial strategy, what would you change?
Global Wealth Strategies is a Wealth/Risk management, Business Planning and Financial & Estate/Asset Planning firm. We specialize in holistic, multi-generational planning, specializing in working with Physicians, Dentists and other medical professionals across specialties, small/medium size businesses and women professionals.
Our expertise, includes business continuity and value creation (from early financing to exit planning) using tax efficient wealth transfer strategies. Our team supports multi-generational wealth management decisions through complex estate planning and asset protection strategies working with on-staff specialists and professionals such as: CPAs, tax and estate planning Attorneys and others, to truly optimize all aspects of our clients’ strategy. We deliver an enhanced client experience, with access to multiple professional resources through one source.
We look forward to sharing with you our enhanced services and expanded resource team which is in place to help meet your comprehensive financial objectives.