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Global Wealth Management's Prestigious Recognition

In August 2026, Global Wealth Management (GWM), a renowned retirement planning and wealth management firm based in Florida, earned distinction as one of the fastest-growing companies in South Florida. This honor, bestowed by the South Florida Business Journal, marks the third consecutive year GWM has achieved such recognition. This accolade underlines the firm’s notable expansion, which now encompasses six offices spanning from Fort Lauderdale to The Villages.

A Testament to Growth and Trust

The evaluation for GWM's recognition was conducted by CohnReznick, an independent accounting firm, using revenue data from fiscal years 2023 to 2025. Interestingly, it should be noted that GWM did not pay to be included in this prestigious ranking, although they did purchase marketing rights to promote their success thereafter.

Andrew Costa, the Managing Director and Co-Founder of GWM, commented on the honor, stating, "Awards are wonderful, but what means the most to us is that we still do this the same way we did on day one, one family, one conversation, one plan at a time." This ethos reflects GWM’s commitment to nurturing strong personal relationships with its clients, recognizing that trust is forged through attentive service and tailored financial planning.

On the other hand, Grant Conness, another Managing Director and Co-Founder, shared his perspective on their growth philosophy, asserting, "Growth was never the goal. Taking care of people is the goal, and growth is what happens when you do it well." Clients who receive thoughtful, comprehensible retirement strategies experience significant relief, which eventually leads them to refer friends and family to GWM, solidifying their reputation as a trusted advisor.

A Cohesive and Caring Team

GWM's CEO, Ivan Minkov, expressed his gratitude toward his team, emphasizing, "Seeing our name on this list for a third year is truly humbling, and the credit belongs to our team." This sentiment highlights how the firm places a premium not just on numbers but on the genuine connections their advisors foster with clients, knowing them beyond their financial portfolios.

The firm’s focus on personalized service is evident in its approach. Each advisor understands their clients’ aspirations, family milestones, and retirement dreams, which enables them to deliver bespoke financial solutions tailored to individual needs. As of August 2026, GWM manages over $1.4 billion in Assets Under Advisement (AUA), reflecting the confidence clients place in their expertise.

About Global Wealth Management

Founded in 2009, GWM specializes in retirement, income, and estate planning services aimed at both retirees and pre-retirees. The firm's six operational offices are located in Fort Lauderdale, Weston, Coral Springs, Boynton Beach, Sarasota, and The Villages, affirming their commitment to accessibility and client-centered service.

GWM operates as a registered investment advisor and has been recognized for its in-depth financial planning strategies that encompass investment management, brokerage accounts, insurance products, and alternative investments, collectively enhancing their clients’ financial wellbeing. The firm maintains separate yet affiliated entities for investment advisory and insurance services, ensuring comprehensive support for its clients’ financial journeys.

For more information about GWM and its services, visit www.askglobalwealth.com.

In conclusion, Global Wealth Management's ability to consistently garner acclaim in a competitive financial market is a testament to their steadfast dedication to client care and their drive to maintain a personal touch in every interaction, making them a leading light in South Florida's wealth management arena.