Wealth Management

- Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients.

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wealth management

Comprehensive Investment Experience & Service

At Global Wealth Partners Inc.™ we understand that each client’s financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it’s saving for your children’s college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life.

Fixed Income

Bonds provide investors with a wide range of investment opportunities than can complement a portfolio.

Asset Management

Successful investing involves time, discipline and a carefully selected balance of investment vehicles.

Risk Management

Planning for unforeseen events is one of the most often overlooked aspects of financial planning.

Financial Planning

A financial planner can help you determine what investments are right for you, your family and your lifestyle.

Retirement Planning

With life expectancies increasing, many people spend up to one-third of their lifespan in retirement.

Estate Planning

Estate taxes can deplete up to 50 percent of their total estate. Taking appropriate steps to develop a sound estate plan can provide…

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Global Wealth Partners, Inc (“GWP”) offers wealth management services through various affiliated companies including advisory services offered by Diversify Advisory Services, LLC (“Diversify”), an SEC registered investment adviser. GWP offers additional investment services and securities through DFPG Investments, LLC., a broker/dealer, member FINRA/SIPC, and an affiliate of Diversify. GWP and Diversify are not affiliated.

https://reports.adviserinfo.sec.gov/crs/crs_326060.pdf