Global Wealth Consultants LLC

Expert Private Wealth Management

Global Wealth Consultants, LLC provides financial planning and wealth management services to households locally and globally.

We serve residents of Southwest Florida and Central Pennsylvania with their investing and financial planning needs.

We serve non-resident and resident aliens from the United Kingdom, Central & South America, Italy, France, and Germany. We have specialists who accommodate international investors with US tax compliance. Please call us today to learn about our specialized services.

Your team of professional financial advisers believes firmly in transparency, convenience, availability, credibility, reliability, and experience. We are dedicated to providing exceptional service. We offer a range of services, but no matter what it is you need, you can trust in our experience and knowledge.

Our planning process:

Define the relationship: Your relationship begins by describing the scope of service, how we get paid, and all places where we derive our compensation. During this stage, we set expectations for each of our roles and how decisions are reached during the financial planning process.

Gather information: set goals and expectations. During this phase, we set about gathering your personal financial data and other information to create your custom tailored financial plan. We help you to ascertain and rank your goals by their order of importance.

Analyze your current financial status: Once we have the details, we can share your personal financial strengths while recognizing where there are opportunities for improvement.

Develop and communicate recommendations: After thorough analysis, we determine your current financial situation and then develop a plan. This plan is tailored to your necessities, goals, and objectives.

Implement the recommendations: A financial plan is not useful if it is not implemented. Here is where we can help you in following the recommendations. We may need to coordinate with thi...