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.
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.
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.