Global Wealth Strategies & Associates - GWS&A
Financial Services • 
Denver, Colorado, United States • 11-20 Employees
Company overview
| Headquarters | 3200 Cherry Creek Drive South, Suite 280, Denver, CO 80209, US |
| Phone number | +17204204870 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Insurance Planning, Cash Flow Management, Asset Management, Business Succession, Wealth Accumulation, Financial Planning, Estate Planning, Client Relationships, Business Continuation, Asset Transfer Strategies, Maximizing Tax Efficiency, Retirement-Need & Distribution Forecasting, Aggregation & Reporting Of Assets |
| Employees | 11-20 |
| Socials |
Key Contact at Global Wealth Strategies & Associates - GWS&A
Adam Way
Chief Executive Officer I Chief Compliance Officer
Global Wealth Strategies & Associates - GWS&A Email Formats
Global Wealth Strategies & Associates - GWS&A uses 2 email formats. The most common is {first name} (e.g., john@gwsa.us), used 68.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@gwsa.us | 68.8% |
{first initial} | j@gwsa.us | 31.2% |
About Global Wealth Strategies & Associates - GWS&A
Our mission is to educate and inspire clients where a predictable lifetime of financial security is possible. We take tremendous pride in our independent and unbiased advisement, backed by world-class people and resources. We strive to implement a comprehensive financial planning model that is consistent with your values and objectives while making sure to strike the right allocation of your assets in order to mitigate risk, maximize tax efficiency, and optimize your investment returns. Our personalized approach implements only tailored plans by aligning your wealth accumulation, preservation, and distribution goals through the thoughtful integration of risk management, asset management, wealth management, and estate planning strategies. We pride ourselves in working closely and cohesively with our clients' CPAs, tax attorneys, estate planners, business planners, general counsel, and any other trusted advisors. Together, we help families and businesses that are engaged, sophisticated, and driven , in order to design an optimal plan, customized to each unique situation. For disclosures about GWS&A posts, visit: https://www.gwsa.us/social-media-policy
Global Wealth Strategies & Associates - GWS&A revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Global Wealth Strategies & Associates - GWS&A has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Global Wealth Strategies & Associates - GWS&A has never raised funding before.
Global Wealth Strategies & Associates - GWS&A Tech Stack
Discover the technologies and tools that power Global Wealth Strategies & Associates - GWS&A's digital infrastructure, from frameworks to analytics platforms.
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