Global Wealth Consultants LLC
Investment Management - Naples, Florida, United States
Global Wealth Consultants LLC Employees
Global Wealth Consultants LLC Details
Global Wealth Consultants, LLC provides financial planning and wealth management services to households locally and globally. We help people 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.The planning process:• Define the relationship• Gather information• Analyze your current financial status• Develop and communicate recommendations• Implement the recommendations• Monitor the recommendationsWe specialize in the following areas:• Investment planning• Tax planning• Retirement planning• Education funding• Business retirement plans• Portfolio management• Tax efficient investing• Tax advising & compliance• Estate management• Investments• Stocks and bonds• Alternative investments & Commodities• Money market funds• Business Retirement Plans (Simple IRAs & 401(k))Global Wealth Consultants will be with you every step of the way. Your team of CERTIFIED FINANCIAL PLANNER practitioners (CFP®), accountants (CPA), and investment portfolio managers have a vast amount of expertise in a number of areas including creating the perfect financial plan tailored to your specific needs and goals. We build relationships which last for generations. Come see why many are already lifetime clients.For exceptional service and dedication to your financial success, call Global Wealth Consultants today.
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