Our mission is to provide comprehensive investment management and retirement income planning with the ultimate client experience.
Our advice is customized to meet the dynamic needs of our clients.
We aim to provide a total solution to individuals and families who are living in or planning for retirement, thereby leaving GWM clients free to pursue those activities that helped them generate their nest egg, or free to enjoy their lifestyle.
Our role is to manage our clients' wealth. As an independent organization, Global Wealth Management offers unbiased advice without a conflict of interest arising from the need to prioritize proprietary financial products.
We maintain in-house the key disciplines of Wealth Management: Asset Management, Risk Management & Insurance, Financial & Estate Planning, Business Retirement & Charitable Planning, and Consolidated Reporting.
We do not ask our clients to give up their existing advisory relationships. Instead, we will work with your trusted CPAs, Attorneys, etc. to recommend strategies that best address your needs.
Managing Director & Co-Founder
Registered representative, financial co-author and Kiplinger contributor Andrew Montgomery Costa has worked extensively in the field of financial services, helping retirees and pre-retirees to have greater confidence in the days ahead.
Andrew is a co-host of “The Global Wealth Show,” with episodes on television and radio. Currently, the show airs on local TV station NBC 6, and on financial radio station 610 WIOD, 740 WSBR and iheartradio. He has been seen and quoted in major publications such as The Wall Street Journal, USA Today, and Newsweek and has appeared on major television networks such as CBS, NBC, ABC, and FOX as a recognized professional in the financial services business.
Andrew’s hard work and diligence earned him the honor of being named both a Million Dollar Round Table* Qualifier and a Lincoln Presidents Club Gold Eagle Member.
Acting on his strong beliefs of giving back to the community, Andrew devotes time to the Salvation Army, Petset-Humane Society of Broward County, and Kids in Distress.
Andrew and his wife, Liz, have been residents of Fort Lauderdale for more than 25 years. They are proud parents of their two sons, Dylan and Austin. Andrew has a passion for sports, and his hobbies include spending time with the family, golf, boating, and traveling.