First Appointment

The objective of the first meeting at Global Wealth Advisors is twofold. Just as you would interview us for a long-term relationship, we will evaluate the information you provide to determine how our services fit your needs and objectives. For our existing clients’ benefit, we will accept only a limited number of new clients each year. We have established minimum criteria for new clients so that we can continue to provide the highest level of service possible for everyone. Our Firm's minumim for a new client is $150,000 of investable assets.

We will send you a “Welcome Packet” that includes a list of information necessary for the initial data gathering meeting.

Generally, we would like you to bring the following:

  • Client Fact Finder Sheet (Completed)
  • 401(k) Statement (Most Recent)
  • Prior Year's IRS Tax Return
  • Bank Statements
  • Brokerage Account Statements
  • Life Insurance Policies and Most Current Annual Statement
  • IRA Statements
  • Pension Information
  • Long-Term Care Policies