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Advice

Spend A Little Time Finding The Right Advice Now, To Save A Lot Of Hassle Later.

Having taken the time to understand your values and investing goals, you can rest assured that’s just the beginning.

To us financial planning is more than paycheques, bank balances and reports, that’s why we will be with you every step of the way. On hand to help you navigate life’s obstacles and those unexpected forks in the road.

At GWM USA we always take a long-term view and as your investment partner it’s our job to coach you through things like market volatility and political uncertainty.  By working with you to help expand your knowledge of such matters, you will begin to see how you can anticipate and benefit from having a strong investment strategy.

Financial Advice In The Palm Of Your Hand

At GWM USA we understand that as an international worker you may find yourself in the more remote parts of the world, 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 provides you access to your investment portfolio, literally in the palm of your hand.

Some Of The Most Important Questions You Should Ask

How are you remunerated?

Disclosure of the fees and costs you will pay is disclosed in the Beacon Global Advisor Network, LLC Form ADV which you will be provided and is available at the Investment Adviser Public Disclosure page www.adviserinfo.sec.gov. Additionally, commissions are earned for insurance bond wrappers and insurance products and services. Your advisor is compensated on a salary basis.

Can you recommend only a limited number of products or services to me? If so, why?

No, we can offer you a whole of market suite of products and have terms set up with many providers. If there is a provider we currently don’t have terms with, they can be set up very quickly.

What licenses do you or your firm hold? Are you registered with the SEC, a state, or FINRA?

Beacon Global Advisor Network, LLC (BGAN) is registered as an investment adviser with the Securities and Exchange Commission and noticed filed with various states where it does not qualify for an exemption. Its advisory representatives who are based in the United States are licensed under BGAN at a minimum in the state where they maintain a place of business. Registration and licensing does not imply a certain level of skill or education and does not imply that any regulator approves or passes upon the advice or services offered or provided. Licensed advisory representatives typically means the individual has passed and maintains either a Series 65 or Series 7 and 66, or a state accepted US professional designation.

Where are you based and where is your office based in the United States?

From our office in the heart of Miami’s main financial district, GWM USA’s team of licensed advisory representatives provide advice to international investors across the country. GWM USA is a division of GWM, a global financial advisory firm with offices in Middle East, Central Europe and the UK.

What experience do you have dealing with people in a similar situation to mine?

GWM Global has been helping people like you for over 20 years. Prior to opening GWM USA in 2017, our team have decades of experience in many countries dealing with clients and holistic financial planning advice.

Why Do You Need An Ongoing Service?

Financial Planning is a cyclical process and so we need to ensure that we constantly review your plans, partly to test and adjust assumptions made, as economic and your 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.

We understand that you will want to do your due diligence and compare advisers. So why not download our brochure to take away with you.

Get The Guide Here

Our Ongoing Commitment To You

With regular review meetings to assess your current circumstances and recommendations in line with any changes needed.  And weekly market updates and information regarding your holdings, access to exclusive seminars and events, we will be with you every step of the way.

Your financial goals is our key priority. To find out more about how GWM USA assist international workers to achieve their perfect future, download our e-guide now..

You Can't Put A Price On Knowledge And Experience

Having taken the time to understand your values and investing goals, you can rest assured that’s just the beginning. To us financial planning is more than paycheques, bank balances and reports, that’s why we are with our clients every step of the way.

On hand to help you navigate life’s obstacles and those unexpected forks in the road. At GWM USA we always take a long-term view and as your investment partner it’s our job to coach you through things like market volatility and political uncertainty. By working with you to help expand your knowledge of such matters, you will begin to see how you can anticipate and benefit from having a strong investment strategy.

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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