Global Wealth Management Shawn Salo

Mission Statement

Our role is to manage our clients' wealth. As an independent organization, Global Wealth Management offers unbiased advice without a conflict of interest arising from the need to prioritize proprietary financial products.

Services

  • Asset Management - Normally inaccessible investment opportunities
  • Risk Management & Insurance - Analyzing potential for loss
  • Financial & Estate Planning - Retirement preparations & will making
  • Charitable Planning - Finding tax benefits for charitable clients
  • Consolidated Reporting - Compiled report of parent and subsidiaries

Credentials

  • Tested owners/founders - Grant Conness & Andrew Costa
  • 5 financial advisors - Amber Kelly, John Thomas, Richard Gianotti
  • 2 associate advisors - Chad Hill & Kyle Kelly
  • Authors, publications, radio hosts, TV appearances
  • "Ultimate Success Guide" - "Global Wealth Show" - WSJ & USA Today
  • 13 team members
  • Clear Specializations - Each has a defined role as described above
  • Experience - Such a young staff having over 50 years of experience
  • Community - Contributing to local schools
  • Charity - Working with 9 charities
  • Family - A small office where everyone is very close

Credits:

Created with images by Unsplash - "office two people business" • Pexels - "chairs conference room empty" • NikolayFrolochkin - "dollar money cash money"

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