#United States #Retirement Planning #Sarasota #Global Wealth Management

Global Wealth Management Moves to New Office in Sarasota

Global Wealth Management (GWM), a prominent provider of wealth management and retirement planning services, has announced the relocation of its Sarasota office to a new facility at 6952 Professional Parkway E. This strategic move is aimed at accommodating the firm’s growth in the area and enhancing its service to clients.

New Office Features

The freshly designed office not only offers a modern workspace for the GWM team but also includes an impressive event venue. This space is specifically tailored for various client-focused activities, including lunch-and-learn seminars, financial education workshops, and community engagement events. Such initiatives are part of GWM's commitment to providing a comprehensive retirement planning experience that extends beyond mere financial advising.

Grant Conness, Co-Founder and Managing Director of GWM, expressed excitement about the new location, stating, “This new office reflects our commitment to West Coast Florida clients. We wanted a home base that creates meaningful opportunities for our clients to engage with us.” The office relocation signifies a thoughtful investment in the community and a recognition of the importance of face-to-face interactions in financial advising.

Andrew Costa, a fellow Co-Founder, echoed this sentiment, highlighting the importance of the dedicated space for educational events. He mentioned, “Having a dedicated space for educational events has always been a priority. This office gives us the platform to do that at a higher level, and we're just getting started in Sarasota.”

GWM Client Services

GWM has been a vital player in retirement services, primarily focusing on individuals and families approaching or currently in retirement. The firm’s presence in Florida spans multiple locations, including Fort Lauderdale, Weston, Coral Springs, and Boynton/Delray Beach. With this expansion into Sarasota, GWM aims to offer its clients greater convenience and better access to personalized services.

As of November 2025, GWM had over $1.3 billion in Assets Under Advisement (AUA), which encompasses all client assets for which GWM provides strategic oversight—including brokerage accounts, insurance products, alternative investments, and more. This comprehensive financial planning approach is pivotal to helping clients achieve their retirement goals.

About Global Wealth Management

Founded in 2009, Global Wealth Management has built a reputation for delivering retirement, income, and estate planning strategies through a relationship-driven approach. The firm is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940, further solidifying its commitment to a professional and regulated advisory environment. Importantly, GWM emphasizes that SEC registration does not imply an endorsement by the SEC nor does it indicate a specific skill level. Insurance services are offered separately through Global Wealth Retirement Planning, LLC, an affiliated entity.

With the opening of this new location, GWM has strengthened its position as a leading advisory firm in Florida, committed to client engagement and comprehensive financial education. The firm is determined to continue fostering meaningful relationships and creating value for its clients in the Sarasota community and beyond.

Visit www.askglobalwealth.com for more information about their services and upcoming events.