Financial Advisor in Lewisville, Texas
Personal Bio
My career passion is to help you feel 100% secure in knowing your financial matters are in order. This is why I formed GWA in 2008 – to help people just like you, who seek advanced solutions to complex financial situations. Whether your goal is wealth preservation, asset protection, retirement income distribution, college funding, business succession, estate planning or a combination of these, GWA provides you with cutting-edge knowledge, strategies, and tools.
As a Chartered Retirement Planning Counselor™ (CRPC®), Accredited Investment Fiduciary® (AIF®), and Certified Retirement Counselor (CRC®) with FINRA Series 7, 24, and 66 securities registrations with Commonwealth Financial Network®, you can be assured that you are working with a knowledgeable partner, and a team of experts.
Firm Name
Global Wealth Advisors
Firm Bio
Global Wealth Advisors has the resources and flexibility to provide people with a custom tailored personal financial planning solution. Our process is designed to ensure that our clients never outgrow a stagnant plan, rather the plan continues to evolve as their lives advance. Our exceptional team includes experts in investment management, retirement planning, risk management, tax reduction planning, estate planning, debt and cash flow analysis, education planning, and philanthropy.
GWA was formed in 2008 to meet independence from “in-house” products for clients who are typically seeking advanced solutions to complex financial situations. An important part of GWA’s 3P Approach© to planning is working with our clients’ other trusted advisors like CPAs, insurance agents and attorneys in a collaborative “team” effort. We help clients put the pieces of their financial puzzle together, so they feel secure in knowing their financial matters are in order.
We value giving back to the communities in which we operate. Through GWA Gives© we actively engage with the community through a variety of volunteer and philanthropic activities. This giving philosophy also extends to educating the public about the various financial strategies they can use. To that end, we publish a monthly newsletter, blog, videos, and podcast that are useful for people at any stage of their financial life.
Visit our website for more information on our podcast, blog and newsletter, or follow us on Facebook, Twitter, LinkedIn and YouTube.
Advisor Type
RIA - Kris Maksimovich
Firm License #
8032
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Advisor License #
4185617
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Disclaimer
Global Wealth Advisors is a privately held independent financial planning and wealth management firm practicing at 4400 State Hwy 121, Ste 200, Lewisville, TX 75056. We can be reached at 972-930-1238.
Securities and advisory services offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org, a registered investment advisor. Fixed insurance products and services, and additional advisory services offered by Global Wealth Advisors, a registered investment advisor, are separate and unrelated to Commonwealth.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NM, NY, OK, PA, SC, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
