Global Wealth Consultants LLC

8955 Fontana del Sol Way
Naples FL 34109
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Opening Hours

  • Mon: 9am-5pm
  • Tue: 9am-5pm
  • Wed: 9am-5pm
  • Thu: 9am-5pm
  • Fri: 9am-5pm

Payment

  • Visa
  • MasterCard
  • Check

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Global Wealth Consultants, LLC is a client focused fee-only Registered Investment Adviser (RIA) in Naples FL. We believe this organizational structure creates the least conflict of interest while preserving the maximum level of transparency and flexibility available in the industry. We provide custom-tailored wealth management services to high net worth individuals, families, and foundations. We work in concert with our affiliate, Urish Popeck & Co. of Florida, LLC, to deliver comprehensive personal financial planning solutions.Our team consists of Certified Financial Planner® practitioners, Certified Public Accountants, Chartered Life Underwriters, MBAs and seasoned portfolio managers. Combined, we have more than 80 years of wealth management experience and we strive to provide the best industry-leading advice and strategies.