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Our mission is to provide comprehensive investment management and retirement income planning with the ultimate client experience.

[Ask Global Wealth @askglobalwealth]

Retirement, Simplified has arrived in The Villages, FL. 🎉

Global Wealth Management is now open at 910 Old Camp Rd, Suite 154. Tailored advice for retirement income, taxes, Social Security & more.

📞 352-309-0100 | https://t.co/pePYyp26BB

#TheVillages #RetirementPlanning #GWM

[Ask Global Wealth @askglobalwealth]

Halfway through 2026: is your retirement plan still on track? 📊

June = the perfect time for a mid-year check-in. Call us for a complimentary Retirement Roadmap Review.

📞 [phone] 🌐 https://t.co/KFVuwJOalH

#RetirementPlanning #FinancialPlanning #WealthManagement

[Ask Global Wealth @askglobalwealth]

2026 Social Security, by the numbers:

→ 2.8% COLA (+~$56/mo avg)
→ Full retirement age: 67
→ Earnings limit before FRA: $24,480
→ Max benefit at 70: $5,181

One piece of your retirement picture. We help with the rest.
#SocialSecurity #COLA2026 #Retirement

[Ask Global Wealth @askglobalwealth]

Turned 65? There's a new "senior bonus" deduction, up to $6,000/person ($12,000 for qualifying married couples), in effect for tax years 2025–2028. Stacks on top of the standard deduction. Income limits apply.

Most people are just now hearing about it. Worth a conversation.

[Ask Global Wealth @askglobalwealth]

56% of Americans have no estate plan.
2026 changed the rules:
→ $15M estate tax exemption
→ $19K tax-free gift per person
→ Beneficiaries override your will
Has your plan kept up?
https://t.co/AjKEDkLxqo
#EstatePlanning #RetirementPlanning #WealthManagement

[Ask Global Wealth @askglobalwealth]

Estate planning isn't just for the wealthy; it's for everyone with people they love and assets they've worked hard to build. 🏡

Don't leave your family guessing. Get a plan that protects what matters most.

We're here to help → https://t.co/f7lTKV553v

#EstatePlanning

[Ask Global Wealth @askglobalwealth]

Settled in and loving the new space. 🏢

Take a look at our Sarasota office, come visit us anytime.

📍 6952 Professional Parkway E, Sarasota, FL 34240
https://t.co/UEgaJzD0oK

#Sarasota #GlobalWealthManagement #RetirementPlanning #SouthFlorida #WealthManagement

[Ask Global Wealth @askglobalwealth]

Record highs feel great, until they don't. 📈

3 ways to protect your gains:
1️⃣ Take profits strategically
2️⃣ Rebalance before you have to
3️⃣ Stress-test your withdrawal plan

Could you survive a 25% drop tomorrow?

#RetirementPlanning #WealthManagement #InvestSmart

[Ask Global Wealth @askglobalwealth]

Markets are volatile. Portfolios are swinging. Before you panic-sell or make any moves, do you have 1-2 years of expenses in liquid savings? That's your first line of defense. If not, call your advisor before you do anything else. 📉 #MarketVolatility #RetirementPlanning

[Ask Global Wealth @askglobalwealth]

Proud to announce: @GWM has been named to @USAToday's Best Financial Advisors list for the second year in a row.

We are the only Fort Lauderdale firm in our AUM category!

Thank you to our incredible clients. 🙏

https://t.co/06fC1paHtp #BestFinancialAdvisors

[Ask Global Wealth @askglobalwealth]

Our co-founders Grant Conness and Andrew Costa are featured in Laudy Magazine! Read "Money Works" and learn the story behind GWM. https://t.co/UCSifiSss7 #GlobalWealthManagement #RetirementPlanning #SouthFlorida

[Ask Global Wealth @askglobalwealth]

GWM's Sarasota office has a new home at 6952 Professional Pkwy E.! New space, dedicated event venue, and more ways to connect with our team. We are just getting started. Read more: https://t.co/z2kdUZGYNs #GWM #Sarasota

[Ask Global Wealth @askglobalwealth]

Most people focus on what they owe. Smart investors focus on what they could have kept.
4 common tax mistakes that cost Americans more than they realize. 👉

[Ask Global Wealth @askglobalwealth]

Market volatility is a reminder: not all portfolios are built for retirement.

GWM co-founder Andrew Costa shares how pre-retirees can assess and reduce portfolio risk before it's too late, via @Kiplinger
https://t.co/XnREeG1igx

[Ask Global Wealth @askglobalwealth]

https://t.co/pkIBaHhtxP

[Ask Global Wealth @askglobalwealth]

@QwikCutSports 🔥🔥🔥

[Ask Global Wealth @askglobalwealth]

https://t.co/Yd3ht5nxky

[Ask Global Wealth @askglobalwealth]

https://t.co/Bx82dYSeGW

[Ask Global Wealth @askglobalwealth]

https://t.co/omRqjVa2OU

[Ask Global Wealth @askglobalwealth]

https://t.co/sLqHNJz29S