Financial Advisors
Fort Lauderdale, FL
Global Wealth Management, founded in 2009 by Grant Conness and Andrew Costa, provides comprehensive financial advisory services to individuals, families, and business owners throughout South Florida. Their signature Retirement Roadmap Review process helps clients develop personalized financial plans covering retirement planning, investment management, tax efficiency, Social Security strategies, and long-term care planning. The firm specializes in simplifying complex financial decisions and building client confidence through tailored guidance aligned with each client's unique goals and circumstances.
Ideal for: Individuals and families planning retirement, business owners seeking comprehensive wealth management, clients concerned about Social Security and tax efficiency, those wanting clarity on market volatility and investment strategy
Service area: South Florida, including Fort Lauderdale and surrounding communities
Signature Retirement Roadmap Review: Complimentary, no-commitment initial review process designed to help clients understand their current financial position and develop a clear retirement strategy aligned with their specific goals.
Media & Educational Presence: Founders Grant Conness and Andrew Costa regularly share financial expertise through NBC5 television appearances, radio shows, and published guides on retirement planning topics including Social Security, Medicare, market volatility, and tax strategies.
Personalized Planning for Multiple Client Types: Serves individuals, families, and business owners with tailored financial plans that address retirement, investment management, tax efficiency, and long-term care planning specific to each client's circumstances.
Address: 1301 E Broward Blvd #200, Fort Lauderdale, FL 33301
Phone: (954) 533-7144
Website: askglobalwealth.com
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