Global Investment Strategies

Our Mission

At GIS, we empower individuals and families to achieve financial security and legacy planning through personalized wealth management, retirement planning, and estate planning solutions. We believe in building lasting relationships by understanding our clients' unique needs and goals, and we tailor our strategies accordingly.

Our Team

Composed of seasoned professionals with extensive experience in wealth management, retirement planning, and estate planning, our team is dedicated to providing personalized attention and comprehensive solutions. We operate under the principle of "One Degree of Separation, " prioritizing open communication and fostering genuine relationships with our clients.

Our Expertise

We offer a wide range of services to address various financial needs, including:

Business Planning

• Business valuation and succession planning
• Key man insurance strategies
• Buy/Sell agreements
• Tax mitigation solutions

Retirement Planning

• Retirement account optimization
• Defined benefit plans
• Roth IRA conversion strategies
• Retirement income planning

Estate Planning

• Estate analysis and planning
• Will and trust creation
• Power of attorney and healthcare directives
• Life insurance strategies

Beyond the Numbers

Our approach goes beyond simply managing your finances. We take a holistic approach, considering your financial goals in the context of your overall life situation, family values, and personal aspirations. We believe financial planning should be integrated with lifestyle planning, ensuring your financial well-being aligns with your aspirations.

Our Philosophy

We prioritize transparency, communication, and collaboration throughout the planning process. We believe in providing clear explanations and empowering you to make informed decisions about your financial future. We are dedicated to exceeding your expectations and becoming your trusted partner in wealth management and beyond.