Services

One of the World’s Leading Providers & Part of a Global Network

From modest beginnings, GWM has grown to become 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 ensure you are investing in safe, secure and tax friendly locations in line with your attitude to risk so your money goes 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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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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Mark Langley

Senior Financial Advisor

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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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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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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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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Daniel Leigh

Business Development Manager

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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Mark Langley

Senior Financial Advisor
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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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

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.
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

Daniel Leigh

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