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Global Wealth Management Named Among the Best Financial Advisory Firms for 2025

In a recent announcement, Global Wealth Management (GWM) has earned a prestigious spot on USA TODAY's list of Best Financial Advisory Firms for 2025. The firm achieved an impressive ranking of #85 nationwide, and notably, it secured the top position in Southeast Florida, marking a significant milestone for the team and its clients.

As a leading provider of retirement planning and wealth management services, GWM has established itself as a trusted partner for individuals and families preparing for retirement. This recognition comes in the wake of a thorough evaluation process conducted by USA TODAY in collaboration with Statista Inc., during which over 30,000 individuals were surveyed. The rankings are based on various criteria, including recommendations from fellow financial advisors, industry experts, and clients, along with the firm's growth in Assets Under Management (AUM).

The announcement, which was made on April 23, 2025, reflects GWM's commitment to providing personalized financial solutions tailored to the specific needs of their clients. Grant Conness, Co-Founder and Managing Director of GWM, expressed gratitude for the recognition, stating, "We're honored to be recognized by USA TODAY. This acknowledgment reflects our team's dedication to personalized, effective financial solutions and the trust our clients place in us."

Andrew Costa, Co-Founder and Managing Director, also shared his excitement regarding the recognition. He emphasized, "Ranking first in Southeast Florida highlights the strong relationships we've built locally and our commitment to guiding clients confidently toward their retirement goals." This accolade comes on the heels of GWM's recent strategic growth endeavors, which include the establishment of a new office in Palm Beach County and the recent acquisition of Gulf Coast Financial Planning based in Lakewood Ranch, catering to clients in Sarasota and its surrounding communities.

GWM focuses primarily on developing comprehensive retirement, income, and estate planning strategies for clients in various life stages. The firm boasts multiple offices across South Florida, including locations in Fort Lauderdale, Weston, Coral Springs, Boynton/Delray Beach, and the new addition in Lakewood Ranch/Sarasota. This extensive network allows GWM to maintain a personalized approach while also expanding its reach and capabilities to serve more clients effectively.

In addition to their recent achievements, GWM's proactive efforts to address client needs and adapt to the ever-evolving financial landscape have positioned them as a leader in the industry. Their team of knowledgeable professionals continually strives to foster relationships built on trust and mutual understanding, ensuring that clients feel confident as they navigate their financial journeys.

For those interested in learning more about GWM and their array of services, visit their website at www.askglobalwealth.com. As a registered investment advisor, GWM emphasizes the importance of tailored financial solutions, and this recent accolade only adds to their credibility and reliability as a partner in managing wealth and planning for retirement.

It's important to note that GWM's inclusion on this list was not facilitated through financial compensation to USA TODAY or Statista Inc.; rather, it stemmed from their dedication to high-quality service and client satisfaction. The firm's focus on utilizing ethical practices and providing exceptional service continues to resonate with clients and peers alike.

As they look forward to the future, GWM remains committed to enhancing their services and expanding their reach, ensuring they remain at the forefront of the financial advisory landscape. This recognition will no doubt inspire the GWM team to continue their pursuit of excellence in wealth management and advisory services for years to come.