Optimized Financial Management for Professionals

Your career shapes your financial life. Income, taxes, investments, and insurance are all influenced by your profession, family, and location. Each field brings distinct planning challengesโ€”and opportunities.

At Global Advisers, we bring specialized insight to your profession, delivering strategies aligned with your unique needs and goals.

Build With a Team That Understands Wealth Management

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Choose Your Field

  • Artists and Entertainers

    From royalties to residuals, we help artists and entertainers manage income volatility, taxes, and long-term wealth through tailored, fiduciary strategies.

  • Business Owners

    Entrepreneurs face unique financial challenges. Global Advisers helps business owners integrate personal and business planning, reduce taxes, manage risk, and build wealth.

  • Corporate Executives

    Corporate executives face complex compensation, tax, and compliance issues. We provide strategic wealth management tailored to stock options, equity, and legacy planning.

  • Dentists

    Explore wealth management for dentists. From practice profitability to tax strategy and retirement, we help you build, grow, and protect your financial future.

  • Federal Employees

    Maximize your federal benefits with expert financial planning for federal employees. We help align your TSP, pension, and survivor benefits with retirement and legacy goals.

  • Higher Education

    Comprehensive financial planning for higher education professionals. We help professors and administrators align 403(b), pension, and equity benefits with long-term goals.

  • Nursing and Allied Health

    Nursing and allied health professionals need smart, clear strategies. We help grow retirement savings, manage debt, protect income, and plan for the future.

  • Physicians

    Specialized financial planning for physicians. We help doctors manage income, tax exposure, student loans, and long-term wealthโ€”while protecting what matters most.

  • Professional Athletes

    Professional athletes face unique financial challengesโ€”short careers, variable income, taxes, and risk. We deliver tailored strategies to help build, protect, and transition wealth.

  • Professional Investors

    Professional investors need tax-efficient strategies for portfolios, real estate, and alternatives. We deliver institutional-grade wealth management aligned with your goals.

  • Tech Professionals

    Tech professionals face rapid income, equity compensation, and career changes. We help navigate stock options, tax timing, and long-term wealth strategies.

Related Solutions

Trust and Estate

Trust and estate solutions that protect your legacy, streamline wealth transfer, and coordinate with legal professionals for long-term security.

Tax Optimization

Advanced tax optimization strategies designed to minimize liabilities and enhance after-tax returns through coordinated planning and implementation.

Private Wealth Management

Private wealth management services designed for individuals seeking institutional-quality advice, concierge planning, and multigenerational wealth preservation strategies.

Supporting Your Career and Your Retirement

Youโ€™ve spent a career in serviceโ€”now itโ€™s time to make your benefits work for you. We help you translate complex federal options into a clear, actionable financial plan.

Whether youโ€™re planning to retire in five years or already have, our team helps you protect what youโ€™ve earned and plan strategically for what comes next.

Considering a tailored, private family office experience?
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global advisers wealth management services

Decades of trusted experience guiding professionals through complex financial decisions.

33+

Years of experience & and counting

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800.832.8514

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