About

GWM USA is Among Some of the World’s Leading Providers & Part of a Global Network.

GWM USA is a division of GWM, which has grown to be one of the world’s leading providers of international lifestyle financial planning.

GWM specializes in international finance, and now look after over 10,000 international clients, managing over $1Billion of client savings.

The focus of our business is you. Everything we do is aimed at helping you manage your wealth to enjoy life and provide the future you and your loved ones dream of. Our business is a highly regulated business and our advice is provided with clear and fully disclosed charging structures.

GWM USA is a division of GWM. Through it’s advisers, GWM USA LLC offers investment and financial advisory services through Beacon Global Advisor Network, LLC.

“Everything we do is aimed at helping you manage your wealth”

Working With You

GWM USA advisers will help protect and grow your wealth to ensure it works as hard for you, as you did to earn it in the first place. And create a flexible plan based on your income and expenditure that caters for more than just your retirement.

By constantly reviewing your situation, GWM USA can help ensure you are investing in a diversified manner and in tax friendly locations in line with your attitude to risk, so your money has the opportunity to go further, not only now but throughout your life, and beyond.

Financial Advice In The Palm Of Your Hand

At GWM USA we understand that as an international worker you may find yourself without regular access to either your investments or your Adviser. By harnessing cutting-edge communication technology, GWM USA provide a number of ways to keep in touch in addition to the more traditional methods of contact.

Interactive web meetings, online conferencing and the GWM investor portal place your Adviser, and access to your investment portfolio, literally in the palm of your hand regardless of your recent postings, so long as you have an internet connection.

Your Future Is Ours

Our goal is to continue investment and expansion to become the most respected financial planning company in the world. Over many years GWM has developed an excellent insight and understanding of the financial planning needs of the international community.

Our client base comes from professional people living and working away from their country of origin. Our clients come from a diverse range of backgrounds, which include diplomats, engineers, lawyers, accountants, bankers and entrepreneurs to name but a few.

Meet The Team.

At GWM USA, we believe our independent financial advisers are our greatest strength. By only hiring US licensed Advisory Representatives, with with international wealth planning experience, we are well placed to provide the quality investment advice you deserve, including UK pensions.

Nathan Tarr

Regional Manager & Senior Financial Advisor

Based in Miami, Florida, Nathan Tarr is the Regional Manager for GWM USA LLC. He has provided holistic financial planning for the last 16 years.

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Craig Murrin

Senior Financial Advisor

Craig has over 20 years’ experience within the Finance & Insurance industry, assisting expat clients with all aspects of financial planning.

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Lewis Ringham

Senior Financial Advisor

Having spent 10 years working for a listed brokerage in Abu Dhabi, Lewis has vast experience of the international financial services industry.

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Michael Jordan

Senior Financial Advisor

Michael specialises in helping resident British Expats and people with UK work history with pension planning and Holistic Financial Advice.

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Daniel Mesa

Financial Advisor

Daniel is a Financial Advisor with GWM USA LLC & previous held the position of Division Manager for one of Miami's most prominent real estate firms.

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Mark Langley

Financial Associate and UK Pension Specialist

Mark progressed through Lloyds Banking Group's Management Program, working across the UK in various aspects of the financial services industry Profile.

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Nicolas Mauricio

Financial Advisor

Nicolas is a senior financial planner. He spent 3 years with Northwestern Mutual, he aims to provide a strong knowledge base and great work ethic.

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Bradley Mitchell

Associate Financial Advisor

With over 6 years experience in the financial service industry, Bradley has worked in both Europe and London prior to joining us here in the US.

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Charlie Wilson

Business Development Manager

Since 2015 Charlie has worked in customer facing roles in the financial services sector. This gives him a great outlook on how to put a client first.

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Connor Bryant

Business Development Manager

Connor works as a UK pension specialist, having gained invaluable experience working directly under a regional manager in a similar role in Dubai.

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Daniel Leigh

UK Pension Specialist & Financial Advisor Assistant

Daniel is responsible for marketing and introducing the services of GWM USA to relevant and prospective clients residing within the United States.

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Dominic Kay

Paraplanner

Dominic is a technically driven professional with 7 years experience in financial services, starting as a pension scheme administrator at a UK company.

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Lewis Ringham

Senior Financial Advisor
Having spent 10 years working for a listed brokerage in Abu Dhabi, Lewis has vast experience of the international financial services industry.
Read More

Michael Jordan

Senior Financial Advisor
Michael specialises in helping resident British Expats and people with UK work history with pension planning and Holistic Financial Advice.
Read More

Daniel Mesa

Financial Advisor
Daniel is a Financial Advisor with GWM USA LLC & previous held the position of Division Manager for one of Miami's most prominent real estate firms.
Read More

Mark Langley

Financial Associate and UK Pension Specialist
Mark progressed through Lloyds Banking Group's Management Program, working across the UK in various aspects of the financial services industry Profile.
Read More

Nicolas Mauricio

Financial Advisor
Nicolas is a senior financial planner. He spent 3 years with Northwestern Mutual, he aims to provide a strong knowledge base and great work ethic.
Read More

Bradley Mitchell

Associate Financial Advisor
With over 6 years experience in the financial service industry, Bradley has worked in both Europe and London prior to joining us here in the US.
Read More

Daniel Leigh

UK Pension Specialist & Financial Advisor Assistant
Daniel is responsible for marketing and introducing the services of GWM USA to relevant and prospective clients residing within the United States.
Read More

Charlie Wilson

Business Development Manager
Since 2015 Charlie has worked in customer facing roles in the financial services sector. This gives him a great outlook on how to put a client first.
Read More

Connor Bryant

Business Development Manager
Connor works as a UK pension specialist, having gained invaluable experience working directly under a regional manager in a similar role in Dubai.
Read More

Dominic Kay

Paraplanner
Dominic is a technically driven professional with 7 years experience in financial services, starting as a pension scheme administrator at a UK company.
Read More

There are lots of ways that we can help you. So why not request a call back.

All the best relationships have to start somewhere.

Request Call Back.

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