#United States #Global Wealth Management #Lakewood Ranch #Gulf Coast Financial Planning #Kurt Stahl

Global Wealth Management Expands to Florida's West Coast

In a strategic move to broaden its reach, Global Wealth Management (GWM), a premier retirement planning firm, has acquired Gulf Coast Financial Planning (GCFP). This acquisition, announced on May 1, 2025, will contribute over $150 million in assets under advisement (AUA) and sees the founder of GCFP, Kurt Stahl, joining the GWM team.

With this expansion into Florida's West Coast, GWM is establishing a new office in Lakewood Ranch, which will cater to the greater Sarasota area. This initiative not only strengthens GWM's statewide presence but also enhances its capability to serve clients with more comprehensive financial planning solutions.

Kurt Stahl, recognized for his commitment to personalized retirement strategies and strong client connections, expressed enthusiasm about the partnership. He stated, "Joining Global Wealth Management enables me to maintain my personal relationships while accessing the extensive resources of an outstanding team. Together, we are set to provide clients with the comprehensive support they need for retirement planning."

Simultaneously, Andrew Costa, Co-Founder and Managing Director of GWM, highlighted Stahl's alignment with their core values, emphasizing that his dedication to clients makes him a perfect fit for the GWM family. Grant Conness, another Co-Founder of GWM, echoed these sentiments, mentioning the immediate benefits of shared resources and deeper insights that will arise from this partnership.

The recent move comes shortly after GWM's establishment of another office in Palm Beach County, consolidating its position as a growing leader in financial advisory services across Florida. With this expansion, GWM aims to deliver robust retirement planning services that are tailored to meet the diverse needs of clients in multiple regions of the state.

For clients of GCFP, the transition will be seamless. Kurt Stahl will continue to serve as their trusted advisor, ensuring continuity in personal service while benefitting from the enhanced support framework and advanced technology offered by GWM.

About GWM: Global Wealth Management is a registered investment advisory firm boasting over $1 billion in AUA. Its core focus lies in providing retirement, income, and estate planning strategies tailored for individuals and families, facilitating a secure retirement journey. GWM operates several offices in Florida, including locations in Fort Lauderdale, Weston, Coral Springs, Boynton Beach, and the newly established Lakewood Ranch office.

With the firm’s commitment to client-centered service, this latest acquisition marks a milestone in GWM’s growth strategy, promising to elevate the quality and scope of financial advice available to Florida residents.

For more information, visit www.askglobalwealth.com.

This news is published for informational purposes only and does not constitute investment advice.

Securities provided by registered individuals of Madison Avenue Securities, LLC (MAS), a member of FINRA/SIPC. Global Wealth Management Investment Advisory Inc. (GWMIA) offers investment advisory services. Insurance services are managed by Global Wealth Retirement Planning, LLC. Kurt Stahl operates advisory services through AE Wealth Management (AEWM), a registered investment advisor.