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Global Wealth Management Investment Advisory
Grant Conness and Andrew Costa co-founded Global Wealth Management Investment Advisory in 2009 with a focus on retirement planning for South Florida...
Global Wealth Management Investment Advisory
Grant Conness and Andrew Costa co-founded Global Wealth Management Investment Advisory in 2009 with a focus on retirement planning for South Florida individuals, families, and business owners. The firm operates from a single office in Fort Lauderdale, positioning itself as a local fiduciary for clients seeking clarity over complexity. The firm’s core offering is its complimentary 'Retirement Roadmap Review,' a diagnostic planning process that evaluates retirement readiness, Social Security claiming strategies, tax efficiency, and long-term care risks. Its menu covers portfolio management, financial planning, and asset management for individuals and high-net-worth households. The practice avoids institutional mandates, direct private investments, or pooled vehicles — it is a traditional advisory shop distributing mutual funds, ETFs, and insurance solutions. USA Today and Statista named Global Wealth Management one of the Best Financial Advisory Firms in April 2025 and again in April 2026, based on asset growth over one- and five-year periods (per the firm, April 2026). The co-founders maintain a local media presence through NBC5 WTVJ’s 'The Global Wealth Show' and Kiplinger’s print and radio platforms, all of which are paid placements disclosed in the website footer. No AUM, team headcount, or portfolio-level detail is publicly disclosed. Structurally, the firm is a tightly held partnership with no disclosed external capital, institutional backing, or multi-office footprint. Succession or ownership beyond the two named co-founders is not addressed publicly. The absence of a LinkedIn presence or third-party regulatory filing beyond the website limits visibility into its operating scale, making the USA Today award the only external validation point.
General information
Firm type
Bank / Wealth / Trust
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Fort Lauderdale
Corporate office
Fort Lauderdale, FL, United States
Principals
Grant Conness
Managing Director, Co-Founder, Wealth Advisor
Andrew Costa
Managing Director, Co-Founder, Wealth Advisor
Frequently asked questions
Who runs investment decisions at Global Wealth Management?
Co-founders Grant Conness and Andrew Costa serve as Managing Directors and Wealth Advisors and are the only investment personnel named publicly. The firm's website does not list a separate CIO, investment committee, or additional advisors, suggesting decisions are centralized with the two principals.
Does Global Wealth Management operate as an RIA or a broker-dealer?
The firm presents itself as an investment advisory firm providing ongoing portfolio management and financial planning, which suggests a registered investment adviser (RIA) structure. However, no SEC registration number or Form ADV is linked on its website, so the regulatory filing cannot be confirmed from public disclosures.
What is the 'Retirement Roadmap Review' and is it really complimentary?
The Retirement Roadmap Review is a diagnostic planning engagement offered at no cost and with no obligation, according to the firm's website. It evaluates retirement preparedness across Social Security, tax, and long-term care dimensions, serving as the firm's primary client acquisition funnel.
Has Global Wealth Management raised external institutional capital or launched a fund?
No. The firm's public disclosures reference only direct advisory relationships with individuals and families. There is no mention of pooled vehicles, institutional separate accounts, or third-party fund structures.
How reliable is the USA Today/Statista 'Best Financial Advisory Firms' recognition?
The recognition is based on Statista's methodology weighting one- and five-year AUM growth rates through January of the award year. Both the 2025 and 2026 awards are disclosed on Global Wealth's website with a disclaimer that firms pay a licensing fee to use the award logo and that the criteria may not reflect the quality of investment advice.
Are the NBC, ABC, CBS, WSJ, Fox News, and Kiplinger appearances editorial or paid?
All media logos and appearances listed on the website are paid placements, as explicitly disclosed in the firm's footer. They should not be interpreted as independent editorial endorsements.
Is there any publicly available data on client assets or firm AUM?
No. Global Wealth Management does not publish a specific AUM figure on its website or in any linked public filing. The only nod toward growth is the Statista award's basis in AUM growth rates, but the dollar denominator remains undisclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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