Global Wealth Management Celebrates Recognition as Top Fastest-Growing Firm in South Florida

Global Wealth Management: A Testament to Growth in South Florida

Global Wealth Management (GWM), based in South Florida, is once again receiving accolades for its outstanding performance and growth in the retirement planning and wealth management sector. For the second consecutive year, GWM has been recognized as one of the "Fastest-Growing Companies" in South Florida by the South Florida Business Journal. This recognition not only signifies GWM's commitment to its clients but also highlights its remarkable expansion across the region.

The firm’s Co-Founders, Andrew Costa and Grant Conness, expressed their excitement over the honor. Managing Director Andrew Costa stated, “It’s an incredible honor to be recognized two years in a row. We believe our growth reflects the trust our clients place in us and our dedication to standing by them through every stage of retirement.” This growth is a direct result of the firm’s unwavering focus on providing tailored financial strategies that are rooted in client relationships and personalized service.

Located in key areas throughout South Florida, including Fort Lauderdale, Weston, Coral Springs, Boynton Beach, and Sarasota, GWM is strategically positioned to serve both retirees and those approaching retirement. The firm’s mission is clear: to simplify the complex decisions surrounding retirement plans, making them more transparent and approachable for clients. GWM ensures that from the moment a client steps into their office, they receive individualized guidance tailored to their unique financial situations.

The recent award ceremony hosted at Gulfstream Park in Hallandale Beach was a celebration of innovation, resilience, and client-centric growth in the business community. The rankings were evaluated by CohnReznick LLP, an independent accounting firm, analyzing revenue data from FY 2022 to 2024, with a clear focus on revenue growth rather than investment performance.

As CEO Ivan Minkov pointed out, “This award is a reflection of our team's hard work, adaptability, and shared commitment to our clients' confidence. We're proud of what we've built and look forward to continuing to serve our community.” The award does not require any financial contribution from GWM for participation, although the firm has opted to purchase the award for marketing purposes, demonstrating its commitment to brand recognition within the competitive financial landscape.

GWM’s ongoing success can be attributed to its foundational principles of trust and support. The firm prides itself on solidifying partnerships that stand the test of time, providing clients with a robust framework as they navigate their retirement journey. With a focus on customized strategies, the team at GWM aspires to cultivate enduring relationships that empower clients through the various stages of their retirement planning.

In addition to this recognition, GWM continues to expand its services. Just recently, GWM announced its expansion into Florida's West Coast by acquiring Gulf Coast Financial Planning, a move that has added over $150 million in assets under administration. This strategic decision is poised to enhance GWM’s reach and service capabilities, further solidifying its position as a leader in the retirement planning space.

The commitment to specialized, client-focused strategies has earned GWM a revered place in the financial advisory space. In addition to its recognition by the South Florida Business Journal, GWM has also been named on USA TODAY’s list of the Best Financial Advisory Firms for 2025. This dual recognition speaks volumes to GWM’s sustained growth trajectory and client satisfaction.

As the firm moves forward, it remains dedicated to its core principles of transparency, support, and personalized service. It continues to strive not only for recognition but also for the trust and satisfaction of its clients, who are at the heart of everything they do. Whether simplifying investment strategies, maximizing retirement income, or approaching estate planning, GWM sets itself apart by ensuring clients feel confident in their financial futures.