Wealth Management

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In order to provide tailored investment strategies and wealth management services to high net worth individuals, families, and foundations, Urish Popeck has aligned with Global Wealth Consultants (GWC), a boutique wealth management firm whose investment strategies are guided by four fundamental principles: Independence. Objectivity. Clarity. Expertise.

Every financial plan is like a puzzle - multiple pieces that when properly coordinated and organized create a bigger picture. This custom designed "picture" must accurately reflect the individual’s unique life plan. To create this customized plan, GWC utilizes a financial team of Certified Public Accountants, Certified Financial Planners, Chartered Life Underwriters, and multi-disciplinary business experts. This team of professionals work in concert to simplify the investment planning process by incorporating all aspects of your financial life into a comprehensive plan.

The result: objective advice based solely on the goals, needs, and risk tolerance of our clients.

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