GWM USA Provide Independent & Regulated Financial Advice To Clients Across The Country.
Financial advice from our office in the heart of Miami’s main financial district.
GWM USA’s team of experienced financial planning experts provide independent and regulated advice to international professionals and global investors across the USA. We understand the local hurdles that expats need to overcome and have first-hand knowledge of how to use your international status to successfully achieve your investment goals.
Our focus is on what is best for the client. Financial Planning is like a jigsaw puzzle, if you only look at individual pieces you don’t see the full picture. So it is important when reviewing certain parts of financial planning, such as UK pensions, that they are looked at as part of the whole for your global financial/retirement planning.
For GWM this sometimes means working alongside you and your existing advisor, but with an agreed strategy, or in many cases working together with one main advisor here at GWM USA to streamline and manage all the pillars of financial planning, in one place.
UK Pension Transfer
Transferring your UK pension isn’t a new choice, it is however, an option that is often not discussed between client and adviser. However, with transfer values continuing to increase, many international workers with a UK pension are now considering this option in the search for greater investment freedom.
401K’s are a vital part of any successful retirement plan. Put simply; a 401K is a qualified retirement plan, sponsored by an employer that allows you to put aside a percentage of your monthly income on a tax deferred basis.
As an international worker, the risks you face are markedly different. Emergency medical treatment doesn’t tend to come cheap and with little or no family support network around you, the importance of having relevant cover can’t be underestimated.
Financial Planning is a cyclical process and so we need to ensure that we keep your plan under review, partly to test and adjust assumptions made, as economic and personal factors will change. Financial plans evolve and develop over time through an ongoing relationship between us both, and in order to help ensure the plan is robust, it must be frequently reviewed and monitored.
All the advice provided by GWM USA is provided through a registered investment adviser with clear and transparent charging structures, full disclosure and a variety of service level agreements to suit your individual circumstances. Reference to a registered investment adviser does not imply a certain level of skill or training.
GWM USA LLC is part of the GWM Group, for all Group regulatory details please visit our regulations page. GWM USA LLC through its advisors offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a registered investment adviser with the Securities and Exchange Commission (SEC).
SEC number : 801-110724 : CRD number is 288833. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses BGAN.