Global Wealth Strategies & Associates - GWS&A Employee Directory

Financial ServicesColorado, United States11-50 Employees

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

Find Global Wealth Strategies & Associates - GWS&A employees' phone numbers or email addresses

Global Wealth Strategies & Associates - GWS&A Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

Global Wealth Strategies & Associates - GWS&A's Leadership

  • Stylized image of a person
    A. W.
    Chief Executive Officer I Chief Compliance Officer
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  • Stylized image of a person
    E. J.
    Chief Investment Officer | Portfolio Manager
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  • Stylized image of a person
    S. E.
    Chief Operations Officer
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  • Stylized image of a person
    L. E.
    Owner / Ceo
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  • Stylized image of a person
    T. P.
    Senior Wealth Advisor
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  • Stylized image of a person
    B. W.
    Marketing Specialist And Event Planner
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  • Stylized image of a person
    M. S.
    Financial Planner & Investment Advisor
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  • Stylized image of a person
    D. C.
    Financial Advisor
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Global Wealth Strategies & Associates - GWS&A Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Finance
  • Accounting
  • Other

Contact profiles from Global Wealth Strategies & Associates - GWS&A

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. W.
    Chief Executive Officer I Chief Compliance Officer
    Phone icon
    United StatesColorado
    Nov 11, 2025
  • Stylized image of a person
    E. J.
    Chief Investment Officer | Portfolio Manager
    Phone icon
    United StatesColorado
    Nov 17, 2025
  • Stylized image of a person
    S. E.
    Chief Operations Officer
    Phone icon
    United StatesColorado
    Feb 27, 2024
  • Stylized image of a person
    L. E.
    Owner / Ceo
    Phone icon
    United StatesVirginia
    Oct 16, 2024
  • Stylized image of a person
    T. P.
    Senior Wealth Advisor
    Phone icon
    United StatesColorado
    Nov 17, 2025
  • Stylized image of a person
    B. W.
    Marketing Specialist And Event Planner
    Phone icon
    United StatesColorado
    Nov 17, 2025
  • Stylized image of a person
    M. S.
    Financial Planner & Investment Advisor
    Phone icon
    United StatesMinnesota
    Nov 20, 2025
  • Stylized image of a person
    D. C.
    Financial Advisor
    Phone icon
    United StatesTexas
    Jan 21, 2026
  • Stylized image of a person
    L. P.
    Client Services Associate
    Phone icon
    Nov 17, 2025
  • Stylized image of a person
    K. B.
    Client Services Associate
    Phone icon
    United StatesColorado
    Nov 17, 2025

Frequently Asked Questions

What is Global Wealth Strategies & Associates - GWS&A known for?

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Global Wealth Strategies & Associates - GWS&A operates in the Financial Services industry. The company's main headquarters is located in 3200 Cherry Creek Drive South Suite 280 Denver, Colorado 80209 United States; you can contact the main corporate office by phone at . Explore Global Wealth Strategies & Associates - GWS&A's company overview page for more information.

What is Global Wealth Strategies & Associates - GWS&A's most common email format?

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Global Wealth Strategies & Associates - GWS&A employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Global Wealth Strategies & Associates - GWS&A email formats with LeadIQ.

How many employees does Global Wealth Strategies & Associates - GWS&A have currently?

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Global Wealth Strategies & Associates - GWS&A has approximately 21 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Global Wealth Strategies & Associates - GWS&A's key employees and leadership?

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As of March 2026, Global Wealth Strategies & Associates - GWS&A's key employees include:

  • Chief Executive Officer I Chief Compliance Officer: A. W.
  • Chief Investment Officer | Portfolio Manager: E. J.
  • Chief Operations Officer: S. E.
  • Owner / Ceo: L. E.
  • Senior Wealth Advisor: T. P.

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