Financial Advisors
Weston, FL
Global Wealth Management, founded in 2009 by Grant Conness and Andrew Costa, provides comprehensive financial planning and investment advisory services to individuals, families, and business owners throughout South Florida. They specialize in retirement planning, investment management, and risk reduction through their signature Retirement Roadmap Review process, which offers clients a complimentary initial consultation to clarify their financial position and goals. The firm is known for simplifying complex financial strategies and helping clients build confidence in their long-term financial future.
Ideal for: Pre-retirees and retirees seeking comprehensive retirement planning, families wanting to reduce financial risk, business owners planning succession and wealth transfer, individuals concerned about market volatility and long-term financial security
Service area: South Florida, including Weston and surrounding communities
Complimentary Retirement Roadmap Review: Global Wealth Management offers a free initial consultation with no commitment, giving clients clarity on their current financial position and personalized retirement strategy before deciding to work together.
Founder-Led Expertise: Co-founded by Grant Conness and Andrew Costa, the firm combines 15+ years of industry experience with a commitment to transparency, risk reduction, and simplifying retirement planning.
Media & Educational Focus: The team regularly shares financial insights through NBC5 appearances, radio shows, published guides on retirement topics, and resources addressing Social Security, tax efficiency, and market volatility.
Address: 1655 N Commerce Pkwy STE 101, Weston, FL 33326
Phone: (954) 533-7144
Website: askglobalwealth.com
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