We are driven by the notion of what is best for you is best, period. We ask questions throughout our process to gather a deep understanding of your current financial situation, as well as your dreams and desires. Then we build custom solutions which integrate the financial needs of you and your family that help to grow, protect, and preserve your wealth.
At times, we may need to bring in other professionals to help you achieve your goals. If and when this becomes the case, please understand that we are YOUR advocates. We have built a network of trusted professionals who can help you, however, if you have trusted relationships already in place, we are more than happy to work with them as well. Regardless, we act as the quarterback of your financial plan, ensuring your financial team is working together with a like-mindset on a path that helps you achieve your goals.
Global Wealth is committed to maintaining the highest standards of integrity, service and professionalism, and we expect that from our clients and partners as well. By utilizing a consultative, collaborative and comprehensive approach, we seek to lay the groundwork for a long-lasting, trusted relationship that will last for generations.
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Our talented team is multicultural and multilingual, to help meet the needs of our global clientele. We encourage you to learn more about us here, and we look forward to meeting you in person.
Partner, Financial Planning and Operations
Partner, Business Development
Ivan M. Illan
Partner, Investment Management