Global Advisers Expands National Presence, Strengthens High-Net-Worth Service Model
April 6, 2021
Global Advisers Expands National Presence, Strengthens High-Net-Worth Service Model
April 6, 2021
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FOR IMMEDIATE RELEASE
Global Advisers Expands Its National Footprint, Strengthens Services for High-Net-Worth Clients
Philadelphia, PA โ [Date] โ Global Advisers, LLC, a leading independent investment and wealth management firm, today announced its continued national expansion with new office locations and enhanced service capabilities for high-net-worth and ultra-high-net-worth clients. With a central office in Philadelphia and satellite presence in California and Florida, the firm now serves clients in over a dozen states.
โWeโre growing with purpose,โ said Stephen Kovach, CEO of Global Advisers. โOur focus remains on delivering tax-efficient, objective advice to clients who want to optimize their financial lives without being sold products.โ
The firm specializes in portfolio design, retirement planning, advanced tax strategies, and integrated estate planning. Clients benefit from access to proprietary model portfolios, institutional custodians, and concierge-level planning services.
Global Advisers is an SEC-registered investment adviser and offers fee-only planning with no commissions, setup fees, or asset minimums for its entry-level platform.
This article is being provided for educational purposes only. The information contained in this article does not constitute a recommendation from any Global Advisers entity to the recipient, and Global Advisers is not providing any financial, economic, legal, investment, accounting, or tax advice through this article or to its recipient. Neither Global Advisers nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this article and any liability therefore (including in respect of direct, indirect, or consequential loss or damage) is expressly disclaimed.