Global Wealth Strategies & Associates - GWS&A Employee Directory

Financial ServicesColorado, United States11-50 Employees

Global Wealth Strategies & Associates (GWS&A) operates in the financial services sector, offering independent and unbiased financial advisement supported by a collaborative, integrated planning approach. The firm emphasizes aligning wealth accumulation, preservation, and distribution with clients’ values and objectives, focusing on risk management, tax efficiency, and investment returns within a comprehensive planning model. Its practice centers on coordinating with clients’ other trusted professionals, including CPAs and attorneys, to design tailored plans for individuals and businesses, particularly those described as engaged, sophisticated, and driven. Based in Denver, Colorado, the firm highlights a collaborative, holistic methodology that integrates asset management, wealth management, and estate planning through close, cohesive client relationships. In recent updates, the firm has reported stakes in various public and corporate assets, reflecting ongoing activity in asset allocation decisions relevant to its advisory practice.

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