Global Wealth Management is a wealth management firm in Pinewood, Florida, located at 1301 E Broward Blvd #200, Fort Lauderdale, FL 33301. The firm provides tailored financial plans to guide individuals, families, and business owners in South Florida toward a safer and simpler tomorrow, with the goal of helping clients become confident in what comes next. It holds a rating of 4.90 from the customers who have reviewed it.
The firm's mission is to help people create confident and worry-free plans that simplify and protect their retirements. Through its Retirement Roadmap Review process, a team of experienced professionals crafts a plan tailored to each client's unique goals by integrating strategies designed to protect assets, reduce risks, grow wealth, and optimize retirement income. The process begins with a discovery phase where clients visualize their dream retirement and identify what matters most to them. The team combines financial experience with a passion for service to deliver a personalized approach, from understanding unique goals to simplifying the complexities of financial planning. C. Grant Conness serves as Managing Director and Co-Founder and Wealth Advisor, focused on helping clients achieve their ideal retirement through both innovative and traditional retirement planning and investment management solutions. Conness is also the co-host of "Retire Now South Florida," airing on NBC, CBS, ABC, and FOX, a regular Kiplinger contributor, and has been quoted in major publications such as The Wall Street Journal.
Global Wealth Management was recognized as one of the Best Financial Advisory Firms by USA Today and Statista in 2025 and 2026, with rankings based on Statista's methodology including AUM growth over one- and five-year periods. The firm did not pay to be considered but pays a licensing fee to use the award logo. Media appearances on NBC, ABC, CBS, WSJ, Fox News, and Kiplinger are paid placements, and the firm notes that appearances should not be interpreted as an indication of the quality of the investment advice provided.
The firm offers a range of client resources including client login, secure upload, discounted LifeLock services, and access to a toolkit, along with scheduled meetings with financial advisors. It also hosts events and provides information on upcoming events and its presence in the media. With its focus on simplifying retirement planning and securing the future, Global Wealth Management serves the South Florida area from its Fort Lauderdale location on E Broward Blvd.