Global Wealth Management

Global Wealth Management At Global Wealth Management, our clients are our only priority.

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.

Most couples plan for retirement together. Few plan for what happens when one spouse is no longer there.When a spouse pa...
06/10/2026

Most couples plan for retirement together. Few plan for what happens when one spouse is no longer there.

When a spouse passes away, the household doesn’t keep both Social Security checks. The survivor receives only the higher of the two benefits, which can mean a 33 to 50% drop in monthly income overnight.

It’s one of the most overlooked gaps in retirement planning, and it disproportionately affects the spouse who wasn’t managing the finances.

At Global Wealth Management, our goal is to help couples build a plan that accounts for both phases of retirement: the years you spend together, and the years one of you may face alone.

Schedule your Complimentary Roadmap Review at https://hubs.ly/Q04kZp9x0

Big news for The Villages community! 🏡 Global Wealth Management is officially open at 910 Old Camp Rd, Suite 154, The Vi...
06/04/2026

Big news for The Villages community! 🏡 Global Wealth Management is officially open at 910 Old Camp Rd, Suite 154, The Villages, FL 32162.

Our advisor Tyler Morales is here to help residents navigate retirement income planning, tax strategies, Social Security optimization, estate planning, and investment management, all with fiduciary-based, personalized guidance.

We're proud to bring Retirement, Simplified to a community that's earned it. Stop by or give us a call to schedule your complimentary consultation!
📞 352-309-0100 | 🌐 https://hubs.ly/Q04kc3t70

🗓️ We're halfway through 2026: have you checked in on your retirement plan lately?June is a great time to review where y...
06/01/2026

🗓️ We're halfway through 2026: have you checked in on your retirement plan lately?

June is a great time to review where you stand and make any necessary adjustments before the year is out. Whether you're years away from retirement or approaching it quickly, a mid-year review can make a real difference.

📞 Call us today for your complimentary Retirement Roadmap Review , no cost, no obligation. (954) 533-7144 | https://hubs.ly/Q04jyTph0

A few Social Security numbers worth knowing in 2026:The cost-of-living adjustment came in at 2.8% this year, adding arou...
05/30/2026

A few Social Security numbers worth knowing in 2026:

The cost-of-living adjustment came in at 2.8% this year, adding around $56 a month to the average retiree's benefit. Full retirement age is now 67 for anyone born in 1960 or later. The earnings limit before full retirement age increased to $24,480. And for those who delay claiming until age 70, the maximum monthly benefit is approximately $5,181.

Social Security is an important foundation, but it rarely tells the whole story. Understanding how it connects to your savings, pension, and other income sources is where the real planning happens.

We're here to help you put those pieces together. Feel free to reach out!

If you or someone you love is 65 or older, this is worth a few minutes of your time.A new "senior bonus" deduction of up...
05/29/2026

If you or someone you love is 65 or older, this is worth a few minutes of your time.

A new "senior bonus" deduction of up to $6,000 per person (up to $12,000 for a qualifying married couple) is in effect for tax years 2025–2028. It stacks on top of the standard deduction, and unlike some deductions, it's available whether you itemize or not.

There are income limits: the benefit phases out above $75,000 for single filers and $150,000 for married couples filing jointly.

How it applies to your situation depends on your full financial picture. That's exactly what our Complimentary Retirement Roadmap Review is designed to help you sort through.

Call us, send a message, or click the link below to schedule yours, no cost, no obligation.
https://hubs.ly/Q04jrlfM0

Tax laws are subject to change. Consult your tax advisor for guidance specific to your situation.

Most people assume estate planning is something to handle later. The data says otherwise.According to the Trust & Will 2...
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.

🏡 Think estate planning is only for the ultra-wealthy? Think again. Whether you have a modest home, a retirement accoun...
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

Are your retirement savings actually protected at these market highs? 🚨The S&P 500 just hit record highs, and for pre-re...
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

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

Address

1301 East Broward Boulevard #200
Fort Lauderdale, FL
33301

Opening Hours

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

Telephone

+19545337144

Website

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