Global Wealth Strategies & Associates - GWS&A

Global Wealth Strategies & Associates - GWS&A GWS&A, is an experienced financial planning firm specializing in financial planning & retirement planning Visit www.gwsa.us for more information.

Global Wealth Strategies & Associates (GWS&A) is a high-end boutique wealth management firm. We are located in Cherry Creek, and focus on comprehensive planning and goal driven solutions. The foundation of our practice is to create long lasting relationships, based on trust and knowledge. We are process...not product focused and create specialized plans on an individualized basis, in order to help a client achieve their specific needs, objectives and goals.

09/03/2026

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) is your quarterback

Are you tired of being the middleman between your CPA, attorneys, and other financial professionals?

In this video, Adam Way, CFP®, AEP®, ChFC®, AIF®, AIFA®, CLU®, CLTC®, Founder and CEO of Global Wealth Strategies & Associates (GWS&A), explains the true value of working with a comprehensive financial planner. Instead of playing an exhausting game of "financial telephone," learn how a dedicated planner acts as the quarterback of your wealth—coordinating advanced tax strategies, estate planning, and investment management so you don't have to. We believe the best financial plans on earth happen when all your professionals are rowing in the exact same direction.

🔑 Key Video Takeaways:

⦿ The Financial Quarterback: A comprehensive planner acts as the hub for your entire portfolio, net worth, and estate plan.

⦿ Proactive Tax Mitigation: Coordinating directly with your CPA before tax season to reduce liabilities now and over your lifetime.

⦿ High-Net-Worth Strategies: Seamless implementation of charitable trusts, donor-advised funds, direct indexing, and real estate cost segregation.

⦿ The "Special Sauce": Eliminating the communication gap between your legal, tax, and real estate experts to ensure no nuance is lost in translation.

⦿ Peace of Mind: Taking you out of the middle of complex transactions so you can focus on the ride while the heavy lifting is done for you.

Our team works incredibly hard throughout the year to serve our clients. In the spirit of Labor Day, we are closing our ...
09/03/2026

Our team works incredibly hard throughout the year to serve our clients. In the spirit of Labor Day, we are closing our office on Monday, September 7th, to honor that dedication and hard work. We have insisted that our employees take this time to rest, recharge, and fully disconnect from their duties to enjoy the end of the summer with their families.

Wishing you a relaxing and enjoyable holiday weekend.

08/31/2026

Socially Responsible Investing (SRI) Explained | Align Your Money & Values.

What is Socially Responsible Investing (SRI), and how can you ensure your portfolio aligns with your personal values and professional restrictions? In this video, Adam Way, CFP®, AEP®, ChFC®, AIF®, AIFA®, CLU®, CLTC®, from Global Wealth Strategies & Associates (GWS&A) breaks down how we customize portfolios based on your unique preferences.

Whether you want to avoid investing in for-profit prisons and companies that test on animals, or you need to navigate strict corporate trade restrictions at your Fortune 500 job, we have the advanced technology to filter out what you don't want and focus on what you do. Learn how personalized portfolio overlays can help you manage risk, avoid wash sales, and invest ethically.

Key Takeaways
⦿ Define SRI: Socially Responsible Investing is simply setting preferences for what you do and do not want to invest in based on your values.

⦿ Ethical Filtering: You can easily restrict investments in industries like for-profit prisons or companies involved in animal cruelty.

⦿ Advanced Tech Integration: GWS&A utilizes advanced software to create custom "overlays" that filter your portfolio to match your specific criteria.

⦿ Corporate Trade Restrictions: If you work for a major publicly traded company, you can restrict investments in your own employer or competitors (like Apple or Microsoft) to comply with employment agreements.

⦿ Risk Mitigation: Avoiding specific stocks helps prevent concentrated position risk and eliminates unintended wash sale issues when managing your portfolio.

Kyle Brown, our Investment Client Service Associate here at GWS&A, recently passed his life and health insurance exam an...
08/28/2026

Kyle Brown, our Investment Client Service Associate here at GWS&A, recently passed his life and health insurance exam and officially earned his Accredited Asset Management Specialist (AAMS) certification!

For those unfamiliar with the designation, the AAMS program requires candidates to complete a comprehensive course of study covering the asset management process, including investments, insurance, taxation, retirement, and estate planning.

Kyle is a true go-getter when it comes to his professional development. His drive to continuously learn isn’t just about earning new credentials; it’s about expanding his knowledge base to continually enhance the support he provides to our clients as they navigate their financial journeys.

08/25/2026

When to Hold and When to Fold: Stock Market Volatility Explained

Stock Market Volatility:
Does stock market volatility have you second-guessing your investments?

In this video, Adam Way, CFP®, AEP®, ChFC®, AIF®, AIFA®, CLU®, CLTC®, of Global Wealth Strategies and Associates (GWS&A) breaks down the critical difference between normal market fluctuations and the real red flags that should make you re-evaluate your portfolio. Stop letting market anxiety dictate your financial future!

📉 Normal stock portfolios often experience an intra-year decline of 10 to 15 percent, which is just standard volatility.

📈 It is not uncommon for a year with steep intra-year declines to still finish with a positive 20 percent return.

🗓️ We encourage investors to view their stock market exposure as at least an 18-month commitment.

🧘 The most successful investors focus on long-term strategies rather than checking their daily account balances.

⚠️ Holding onto a single failing stock—such as a highly controversial company that drops 99 percent—is a scenario where true concern is justified.

🧺 Reallocating remaining funds from a sinking singular stock into a diversified portfolio is generally a much safer strategy for financial recovery.

Partner with GWS&A.

Happy Birthday to our amazing team members at GWS&A celebrating this month! 🎂🥳 We are incredibly grateful for the hard w...
08/19/2026

Happy Birthday to our amazing team members at GWS&A celebrating this month! 🎂🥳 We are incredibly grateful for the hard work, dedication, and positivity that they bring to our office. Enjoy your day Eitel, Alexandra, and Adam!!

08/19/2026

Time IN the Market vs. TIMING the Market

Are you trying to wait for the "perfect" moment to invest? You might be costing yourself money. In this video, Adam Way, CFP®, AEP®, ChFC®, AIF®, AIFA®, CLU®, CLTC® at Global Wealth Strategies & Associates breaks down why the most successful investors focus on time in the market rather than timing the market.

Discover why trying to buy at the absolute bottom and sell at the absolute top is a losing battle, and learn the practical, foundational strategies you can control to build long-term wealth.

🔑 Key Takeaways in this Video:

Control the Controllables: Why focusing on your savings rate and debt matters more than market fluctuations.

The Power of Early Investing: How starting early and staying disciplined accelerates your financial growth.

Dollar-Cost Averaging: A smarter, steadier approach to investing in the stock market without the stress of perfect timing.

Smart Debt Management: Why avoiding high-interest credit card debt is a crucial step in your overall financial picture.

Building a secure financial future isn't about getting lucky; it's about being strategic and disciplined.

Meet SOPHIE MARTINEZ | Client Service AssociateSophie joins GWS&A with a strong foundation in wealth management, having ...
07/26/2026

Meet SOPHIE MARTINEZ | Client Service Associate

Sophie joins GWS&A with a strong foundation in wealth management, having previously passed the FINRA Series 7 and Series 63 exams during her tenure as an investment representative. Drawn to GWS&A’s relationship-first approach, she transitioned to the firm to focus on building deeper, more meaningful long-term connections with the families and individuals we serve.

Sophie earned her Bachelor of Science in National Security with a concentration in Intelligence Analysis from the University of New Haven. She uniquely applies this rigorous analytical training to the financial industry, enhancing operational efficiency and ensuring a seamless, high-touch experience for GWS&A’s clients.

A Colorado native, Sophie loves spending her weekends exploring the outdoors with family and friends. When she isn't in nature, you can find her practicing pilates, curled up with a good book, or discovering the local culinary scene.

[Pictured: Sophie and her best friend at a Red Sox game in Boston. Sophie and her sister while in San Antonio at one of the missions.]

A huge congratulations to our very own Terri Propp! ⛳️🏆Terri recently represented Global Wealth Strategies & Associates ...
07/11/2026

A huge congratulations to our very own Terri Propp! ⛳️🏆

Terri recently represented Global Wealth Strategies & Associates by sponsoring a hole at the Heather Ridge Women's Golf Member Luncheon (HRWGA). Not only was it a beautiful day spent on the greens with a few of our wonderful clients, but their team also took home 1st Place in the 18-Hole Best Ball Scramble!

We are so proud of Terri and thrilled that she could share such a fun and successful day with our clients. Way to go!

Global Wealth Strategies & Associates will be closed on Friday, July 3rd to celebrate Independence Day. Our office will ...
07/02/2026

Global Wealth Strategies & Associates will be closed on Friday, July 3rd to celebrate Independence Day.

Our office will resume normal business hours on Monday, July 6th. We look forward to helping you achieve your own kind of freedom— financial independence. Whether your dream is the freedom to retire on your own terms, travel the globe, or build a lasting legacy for your family, helping you secure that future is our greatest privilege.

We hope your day is filled with great food, wonderful company, and spectacular celebrations. Stay safe, have fun, and enjoy the holiday!

Happy Independence Day! 🇺🇸

Address

3200 Cherry Creek Drive South
Denver, CO
80209

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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