#USA #Retirement Planning #The Villages #Global Wealth Management

Global Wealth Management Opens New Office in The Villages

Global Wealth Management (GWM) has officially opened a new office at 910 Old Camp Rd, Suite 154, in The Villages, Florida, prioritizing the wealth and retirement management needs of the thriving community. This expansion reflects GWM's mission to provide personalized service tailored to meet the specific financial needs of its clients.

The Villages, recognized as the largest active adult community in the U.S., accommodates over 150,000 residents who are primarily at or near retirement age. This demographic aligns perfectly with GWM's focus, as the firm aims to guide clients through their retirement journey with confidence and clarity.

Leading the new office will be Tyler Morales, a Wealth Advisor known for his exceptional client service and insightful financial guidance. Morales stated, "It’s an honor to bring our planning expertise to The Villages community, whether clients are looking to evaluate their existing plans, optimize tax strategies, or coordinate their legacy planning."

The new branch will offer a range of fiduciary services, including retirement income planning, advanced tax strategies, Social Security optimization, estate planning coordination, and investment management. These services are designed to empower clients to make informed decisions that align with their financial goals.

GWM co-founders Grant Conness and Andrew Costa emphasized their commitment to the community. Conness noted, "The residents here have worked diligently to prepare for their retirement, and it’s our responsibility to ensure that their financial plans adapt to the vibrant lives they lead. They travel, volunteer, and stay engaged with family, and our objective is to keep their financial strategies in sync with those living dynamics."

The Villages represents a unique community, often characterized by its rich social life and active lifestyle. This makes the need for tailored financial advice more critical. Residents are encouraged to visit the new office for personalized consultations tailored to their unique retirement aspirations.

GWM not only aims to support clients during their retirement but also focuses on creating comprehensive and sustainable financial solutions that adapt to changing life circumstances. With previous accolades including back-to-back recognition on USA Today’s Best Financial Advisors list in 2025 and 2026, GWM's professionals have the expertise to provide high-quality financial services.

As this new office opens its doors, GWM is set to reinforce its presence in the region, signaling its dedication to improving the financial well-being of retirees and near-retirees in The Villages and surrounding areas, including Lady Lake, Wildwood, and Leesburg across Sumter, Lake, and Marion counties.

For more information about Global Wealth Management and its services, visit www.askglobalwealth.com.

Investment advisory services are provided exclusively by registered individuals with Global Wealth Management Investment Advisory Inc., a registered investment advisor. Insurance services are offered through Global Wealth Retirement Planning, LLC.