GWS&A - Global Wealth Strategies & Associates

My experience with GWS&A has been outstanding! Everyone is so knowledgeable, informative and helpful and they answer e-mails very promptly. If you have a question, they will answer it and if you have a request, they take action on it. My only regret is that I didn't find them sooner for all of my financial needs. They are a great company to work with!

• Price assessment: Great price
• Services: Financial plan, Retirement savings consulting, Investment advising

Working with Terri Hinrich was a joy!  I wanted to make a change in my Revocable Trust, and Terri made the process quick and painless!  She was knowledgeable, easy to work with, and delivered a fast turnaround time.  If you’re not working with Terri or GWS&A, you’re missing out on a dynamic financial planning team.

• Price assessment: Great price
• Services: Financial plan, Estate planning

"Terri at GWSA is fantastic! She is professional, warm, and so generous with her time. She always takes extra care, giving me full confidence and complete peace of mind about my financial future. I truly trust that she is doing everything right and always looking out for what's best for me. Her positive energy makes talking about money stress-free. I highly recommend Terri and the GWSA team!"

• Services: Financial plan, Estate planning, Retirement savings consulting, Investment advising, Tax planning, Wealth management, Service not listed

Terri is the absolute BEST when it comes to helping manage accounts! I have been with her for over seven years and she has helped grow my portfolio and always kept me informed on the market!

I highly recommend Marc to anyone looking for a financial planner who takes the time to listen, communicates clearly, and provides thoughtful guidance throughout the planning process. I also want to recognize Alexandra for her excellent support—the technology walkthrough she provided made the setup process simple and helped me feel confident about the next steps.

• Services: Financial plan

Eitel has been an amazing financial advisor over the years. His focus is nothing short of ensuring we are achieving our financial goals while assisting us with creating the appropriate foundation and guardrails to keep us on track. His recent transition into GWSA has only increased the number of tools and resources available to us along with their great team. Alexandra was fantastic in walking us through how to leverage their resources to set us up for success. The ongoing support has been amazing with ensuring our set up was complete and resolving any questions we have had. If you are looking for a financial team that focuses on you not as just a number, this is the place to be.

• Services: Financial plan, Retirement savings consulting, Investment advising, Wealth management

When I tell you we were completely clueless about managing our finances… that’s when GWS&A and their incredible team of experts stepped in to help us out. Alexandra has been an absolute godsend in helping us create a budget and figure out when retirement may (hopefully!) be in our near future. She is one of those rare people who not only listens, but truly hears what you’re saying — all without ever making you feel foolish for not knowing much about money. We truly believe that GWS&A is for everyone, no matter your stage of life or the size of your budget. They make you feel like family and genuinely care about helping you succeed.

• Price assessment: Great price
• Services: Financial plan, Retirement savings consulting, Wealth management

Working with Mr. Silva + the GWS&A team has been one of those "why didn't I do this sooner?" decisions. They have a way of taking something that can feel overwhelming and making it approachable, understandable, and actually actionable. What I appreciate most is that they truly listen. They took the time to understand my goals, answer my questions, and create a plan that feels realistic for MY life, not just a generic template. If you're looking for someone who genuinely cares and helps you feel in control of your financial future, I can't recommend them enough.

The entire GWS&A team is extremely knowledgeable, friendly, and very responsive. I have used most of their services for a few years now and am very happy with the results. I work most directly with Mike Silva and he is extremely great to work with. I highly recommend working with Mike and the GWS&A team.

• Price assessment: Reasonable price
• Services: Financial plan, Insurance purchase consulting, Estate planning, Retirement savings consulting, Investment advising, Tax planning

Mike and his team are the best in the business. They are consistently improving my portfolio and always available to speak about concerns and ideas. Could not recommend enough.