This profile has been claimed by the business owner or representative.
Global Wealth Management
- Financial Services
- Weston, FL
About this business
At Global Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Location details
1655 N Commerce Pkwy , STE 101, Weston, FL, 33301, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My zoom visit with Kyle Kelly went well. He went over my portfolio in detail. He had some suggestions which I am looking forward to learning more about. I trust that he will take care of me and my investments.
I am solely responsible for my financials, this is NOT my forte so over the last 4 years when I was forced into retirement during COVID, I began my research into similar companies by attending retirement seminars. I am not an easy ‘sell’ so after looking at 5 different companies, working with one that promised good care and ultimately realizing false promises that lead to loss, I moved on to another company with some success but was not getting the support I needed so I looked around again. After 4 years of looking around, l... read more
My husband and I have both invested our 401k accounts with the folks at Global Wealth Management. We both enjoy attending their Lunch and Learn workshops. We always leave having learned something new and useful! We meet quarterly with Charles to discuss our accounts. Our accounts have grown at a very nice rate. After each meeting I am reminded that investing with Global was a great decision! Highly recommend!
My relationship with Global Wealth Management since 2021 has been a great experience. I've been working with Kyle as my advisor, and we work together in partnership for my future financial well-being. I have learned so much over the last 3 years and look forward to continue working with GWM.
Global Wealth is the perfect company for managing our finances, specially now that we are retired and there is so much uncertainty in the financial market today Dave Olsen is our advisor/account manager we could not be happier with him.
Frequently asked questions about Global Wealth Management
How is Global Wealth Management rated?
Global Wealth Management has a 5 star rating with 35 reviews.
When is Global Wealth Management open?
Global Wealth Management is closed now. It will open at 9:00 a.m.