Being Global
We are a global independent, private insurance advisory firm utilizing a holistic approach to deliver tailored life insurance strategies to affluent families worldwide. We operate globally from our offices in Miami, Atlanta, San Diego, Zurich, Lima, and Mexico City.
OUR EXPERTISE
A SEASONED &
TENACIOUS TEAM
Founded in 2009, Global Wealth Financial has brought client-focused and like-minded professionals together to solve protection and liquidity issues for clients. Ranging from all different backgrounds, ages, specialties, and ethnicities, our team offers you a service experience centered solely on a fiduciary responsibility towards the client’s best interests biased only by their needs and goals. Our team believes in knowledge as a priority. Global Wealth Financial empowers and educates clients in order to make the best decision for themselves and their families.
An Independent, Conflict-free
Advisory Experience
Our considerable expertise, proven track record, and heightened focus on life insurance planning for affluent families in global markets have been the hallmark of our success and the greatest benefit for our clients. We uncover solutions to match the nuanced goals unique to each family and business, and we work alongside key stakeholders and advisors to integrate seamlessly into their existing wealth strategies.
A Positive Financial
Impact
Since our inception, Global Wealth Financial has helped families around the globe achieve their long-term planning and protection needs. Through strategies that protect liquidity and establish tax-friendly estate distribution, we have hit our stride with global families. Our deep relationships with lending institutions and premiere carriers have allowed us to place and maintain successful strategies for affluent families wherever they reside.