Wealth Management

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

COMPREHENSIVE INVESTMENT EXPERIENCE AND 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.

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Fixed Income

Bonds provide investors with a wide range of investment opportunities than can complement a portfolio. Also known as fixed income investments, bonds are loans investors make to issuers.

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Asset Management

Successful investing involves time, discipline and a carefully selected balance of investment vehicles. Asset management is one of the most important investment strategies.

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Risk Management

Planning for unforeseen events is one of the most often overlooked aspects of financial planning. Just one unfortunate event can quickly erode the value of a plan if you don’t have appropriate insurance.

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Financial Planning

What should you be invested in? There is no one answer to this question. A financial planner can help you determine what investments are right for you, your family and your lifestyle.

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Retirement Planning

With life expectancies increasing, many people spend up to one-third of their lifespan in retirement. So it’s essential to prepare for these years and put your investments to work.

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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 for effective preservation and transfer of assets to your loved ones.

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