Global Wealth Management

05/19/2026

Most people assume estate planning is something to handle later. The data says otherwise.

According to the Trust & Will 2026 Estate Planning Report, the largest study of its kind, surveying 5,000 U.S. adults, 56% of Americans have zero estate planning documents. And among high earners ($250K–$499K), 74% say estate planning is "very important," yet the majority still haven't acted.

Here's what changed in 2026 that makes this even more urgent:

✅ The federal estate tax exemption is now $15 million per individual (up from $13.99M in 2025), permanently set by the One Big Beautiful Bill Act
✅ The annual gift exclusion is $19,000 per recipient, $38,000 per couple, and resets every January 1
✅ Beneficiary designation on your IRAs, 401(k)s, and life insurance legally override your will, only 21% of families have reviewed theirs

If your estate plan hasn't been updated in the last year, it may not reflect the current rules, or your current wishes.

Our team at Global Wealth Management offers complimentary estate planning reviews for retirees and pre-retirees across South Florida. Call us at 954-533-7144 or visit https://hubs.ly/Q04h7MVJ0 to get started.

For informational purposes only. Not investment, tax, or legal advice. Global Wealth Management Investment Advisory, Inc. is an independent financial services firm.

05/14/2026

🏡 Think estate planning is only for the ultra-wealthy? Think again.

Whether you have a modest home, a retirement account, or simply want to make sure your loved ones are taken care of, an estate plan is one of the most important gifts you can give your family.

It's not just about what you leave behind. It's about making decisions now, on your terms, so your wishes are honored and your family is protected.

At Global Wealth Management, we help pre-retirees and retirees in Fort Lauderdale and beyond navigate estate planning as part of a complete retirement strategy, because Retirement, Simplified means no loose ends.

📞 Ready to get your plan in place? Visit https://hubs.ly/Q04gkjh-0 to get started.

05/12/2026

We've been settling in and we have to say, we love it here. 🏢✨

Take a peek at our new Sarasota space! It's bright, welcoming, and ready for some great conversations about your retirement future.

If you're ever in the area, the door is always open.

📍 6952 Professional Parkway E, Sarasota, FL 34240
💻 https://hubs.ly/Q04gjH5S0

04/23/2026

Are your retirement savings actually protected at these market highs? 🚨

The S&P 500 just hit record highs, and for pre-retirees, that's actually the most dangerous time to stop paying attention.

Here are 3 things you should be doing with your money right now:
1️⃣ Take profits strategically, before the market does it for you
2️⃣ Rebalance before you have to, not after a drawdown
3️⃣ Stress-test your withdrawal plan for a 25% drop

Want personalized guidance? Join us LIVE on Wednesday, April 29 at 11:00 AM EST for a FREE 45-minute webinar with our Chief Investment Officer, John Thomas, CFA®.

He'll show you how to align your portfolio with where you actually want to be in retirement, with a practical framework you can apply the same day.

👉 Register here: https://hubs.ly/Q04dgHG-0

Which of the three feels most urgent for you right now?

Market

04/21/2026

In times of market uncertainty, the instinct to act is understandable, but the smartest move is often making sure your foundation is secure first.

Do you have 1-2 years of expenses in liquid savings?

If the answer is yes, you're in a strong position and may not need to react at all.
If the answer is no, that's the most important conversation to have with your advisor before anything else.

Volatility is uncomfortable, but preparation is your greatest asset.

04/15/2026

Big news from the GWM family! 🌟

We are thrilled to announce that Global Wealth Management has been recognized by USA Today as one of the Best Financial Advisors in the country, for the second year in a row!

And here is the part that really means something to us: we are the ONLY firm in Fort Lauderdale to be named in our category. That is a testament to our clients, our community, and the team that shows up every day to do this work with heart.

Thank you for trusting us. This one is for you.

See the full list here: https://hubs.ly/Q04c81Lf0

04/14/2026

Big news! Our co-founders Grant Conness and Andrew Costa are featured in Laudy Magazine! The article tells the story of how GWM got started and what has driven us for over 15 years: a commitment to helping families retire with confidence and peace of mind. Give it a read and let us know what you think! https://hubs.ly/Q04bSZDk0

04/07/2026

We have exciting news to share with our Sarasota neighbors! GWM has officially relocated its Sarasota office to 6952 Professional Pkwy E., Sarasota, FL 34240.
Our new space is designed with you in mind. Think lunch-and-learns, educational workshops, and client events all under one roof. This is our way of showing up for the West Coast Florida community in a bigger, better way.
We are just getting started here in Sarasota, and we cannot wait to welcome you through the doors. Read the full story at the link below!

Global Wealth Management (GWM),), a leading provider of retirement planning and wealth management services, is pleased to announce the relocation of its Sarasota-area office to a new location at 6952 Professional Pkwy E., Sarasota, FL 34240.

04/02/2026

Here's something most people don't think about until tax season: the way you invest has a direct impact on what you owe.
Swipe through to see 5 ways Americans commonly end up overpaying in taxes, and what to be aware of when it comes to your own financial picture.
From capital gains timing to tax-advantaged accounts to how your financial advisor and tax preparer communicate, small gaps in strategy can add up over time.
If you have questions about your situation, our team is here to help.

05/16/2025

We’re honored to be named on USA TODAY’s 2025 list of Best Financial Advisory Firms!
Global Wealth Management ranked:
🔹 Top 100 in the US
🔹 #6 in the state of Florida
🔹 #1 in Southeast Florida
This recognition reflects our team’s commitment to building lasting relationships and helping clients retire with clarity and confidence. Thank you to our incredible clients and partners for your continued trust!
This milestone follows our continued expansion across Florida, with new offices in Palm Beach County and Lakewood Ranch/Sarasota.
Read the full announcement:
👉 https://www.prnewswire.com/news-releases/global-wealth-management-named-on-usa-todays-best-financial-advisory-firms-2025-list-1-advisory-firm-in-southeast-florida-302448473.html

On April 23rd, 2025, Global Wealth Management was named Best Financial Advisory Firm 2025 by USA Today and Statista Inc., in 2025. No compensation was provided to USA Today or Statista Inc., to obtain inclusion on the list, but there is a licensing fee to utilize USA Today’s and Statista Inc., logos in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on https://www.usatoday.com/story/money/2025/04/22/top-financial-adviser-firms/78030977007/

05/07/2025

Big News from GWM!

We’re proud to announce our expansion to Florida’s West Coast with the acquisition of Gulf Coast Financial Planning, adding $150M+ in AUA and welcoming Kurt Stahl to the Global Wealth Management team.
With a new office in Lakewood Ranch, serving the greater Sarasota area, this partnership strengthens our presence across the state and enhances the resources available to our clients.

This milestone follows the opening of our Palm Beach County office and reflects our continued commitment to helping Floridians retire with confidence.

Learn more here: https://www.prnewswire.com/news-releases/global-wealth-management-expands-to-floridas-west-coast-acquiring-gulf-coast-financial-planning-adding-over-150-million-in-aua-and-welcoming-kurt-stahl-302443880.html