I was introduced to GWS&A via my employer through a series offered by GWS&A called Retirewise. Brad Scoular led the series over the course of 4 weeks. Each week a different topic was covered, all...
Global Wealth Strategies & Associates - GWS&A
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Global Wealth Strategies & Associates (GWS&A) is a Denver-based financial advisory firm dedicated to educating and inspiring clients towards achieving a predictable lifetime of financial security. The firm prides itself on providing independent and unbiased advisement through a team of certified financial professionals with various designations, including Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), and Chartered Life Underwriter (CLU).
GWS&A employs a structured process known as EGADIME to assist clients in establishing financial goals, analyzing their financial status, and developing tailored planning recommendations. With a focus on long-term care planning and fiduciary responsibility, the firm emphasizes the importance of working with knowledgeable professionals who prioritize their clients' best interests.
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I have worked with Adam for years. He provides an exceptional level of service, listens to my needs, is patient, has great attention to details and offers in-depth financial counseling. Because of...
Awesome team! I have been able to put myself in a better position financially because of Global Wealth Strategies & Associates. They take their time to understand who you really are, and make...
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