WHY We Created Global Wealth
Everything we want for ourselves, we want for our clients. Global Wealth is founded on a mission to provide comprehensive, trusted advice to our clients, regardless of where they are in the world. We sit on the same side of the table as our clients to be sure we understand their individual goals and desires, and we work hard to create a multi-faceted flexible plan.
We built our firm to fulfill several roles:
- Be a sounding board and advocate for our clients.
- Work with a team of professionals from all areas of planning to get our clients the advice and expertise they need.
- Build and maintain a confidential, trusted and loyal relationship with our clients.
- To listen and learn about our clients deepest financial desires and fears.
- To educate our clients to be able to make an informed decision about what is best for them and their families.
see a full list of our services
THE REST OF OUR TEAM
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