Global Wealth Management (Global Wealth Management Investment Advisory, Inc.) is an SEC-registered investment advisory firm with offices in Weston and Fort Lauderdale, Florida. The firm specializes in serving South Florida retirees and pre-retirees with structured retirement income planning, Social Security and Medicare coordination, tax-reduction strategies, and estate preservation.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Global Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: Global Wealth Management Investment Advisory, Inc. (SEC File #801-110227) is an active SEC-registered investment adviser.
Factual details and direct answers about Global Wealth Management's services, licensing, and credentials.
What retirement services does Global Wealth Management provide for Broward County seniors?
The firm focuses on retirement income generation, 401(k) and IRA rollover management, tax minimization during retirement drawdowns, Medicare and long-term care planning, and estate coordination.
How is Global Wealth Management registered with regulators?
Advisory services are provided through Global Wealth Management Investment Advisory, Inc., an SEC-registered investment adviser under CRD #286005 and SEC File #801-110227.
Where are Global Wealth Management's Broward County offices located?
The firm operates a western Broward branch at 1655 N. Commerce Parkway, Suite 101, in Weston, FL 33326, as well as a downtown office at 1301 E. Broward Boulevard, Suite 200, in Fort Lauderdale, FL 33301.
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