The team that comprises Global Wealth was formed by bringing like-minded professionals together over time. Ranging from all different backgrounds, ages, specialties, and ethnicities, we have come together to bring you a service experience that is based on needs and not colored by any agenda other than your best interests. We all agree that education is a priority – ensuring we empower and educate our clients so they are in an informed position to make the best decision for themselves and their families.
With multiple decades of combined experience, we understand that while our experience has given us a basis for what most people need and expect, we are constantly molding our platforms and processes to ensure it keeps up with the modern atmosphere. Our clients expect an independent, conflict-free advisory experience, which here at Global Wealth, we’re happy to provide.
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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