Global Wealth Consultants, LLC is a client focused fee-only Registered Investment Adviser (RIA) in Naples FL. We believe this organizational structure creates the least conflict of interest while preserving the maximum level of transparency and flexibility available in the industry. We provide custom-tailored wealth management services to high net worth individuals, families, and foundations. We work in concert with our affiliate, Urish Popeck & Co. of Florida, LLC, to deliver comprehensive pers
onal financial planning solutions.
Our team consists of Certified Financial Planner® practitioners, Certified Public Accountants, Chartered Life Underwriters, MBAs and seasoned portfolio managers. Combined, we have more than 80 years of wealth management experience and we strive to provide the best industry-leading advice and strategies.
Our financial team consists of multidisciplinary experts that work together to create a custom plan to help you achieve your life goals. We help you make prudent financial decisions in an increasingly complex and interconnected world. We believe that the best results are attained only by understanding your complete financial picture. This is why we work closely with tax experts to deliver better informed results.
Our multidisciplinary approach is our strength. It gives us the ability to convey a deeper understanding of your finances. We offer you guidance and professional advice in order to help you make the financial decisions that are unique to your own particular circumstances. We provide you with your own personal investment and tax advisory team, making our business model distinguished from its peers.
Give us a call and visit our website today!
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