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Global Wealth Strategies & Associates - GWS&A

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Global Wealth Strategies & Associates - GWS&A

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GWS&A, is an experienced financial planning firm specializing in financial planning & retirement planning Visit www.gwsa.us for more information.

Global Wealth Strategies & Associates (GWS&A) is a high-end boutique wealth management firm. We are located in Cherry Creek, and focus on comprehensive planning and goal driven solutions. The foundation of our practice is to create long lasting relationships, based on trust and knowledge. We are process...not product focused and create specialized plans on an individualized basis, in order to help a client achieve their specific needs, objectives and goals.

10/20/2026

The Mega Backdoor Roth Explained: Maximize Your Tax-Free Retirement

Are you maximizing your workplace retirement strategy, or leaving massive tax-free growth on the table? Discover how the Mega Backdoor Roth can supercharge your long-term wealth-building strategy.

In this educational breakdown, Adam Way, CFP®, AEP®, ChFC®, AIF®, AIFA®, CLU®, CLTC® explains the mechanics behind one of the most powerful tools in retirement planning: the Mega Backdoor Roth. While traditional and standard Roth 401(k) contributions are capped at lower thresholds, the IRS allows for significantly higher overall plan limits if your employer permits after-tax investments.
Learn how dedicated savers can potentially funnel tens of thousands of extra dollars into a tax-free environment every single year. This video breaks down the distinct differences between traditional contributions, employer matches, and after-tax money, showing you exactly how in-service distributions can safely optimize your long-term financial trajectory and legacy planning.

Key Takeaways

• 💡 Understand the True Limits: Discover the difference between standard employee contribution limits (around $24,000) and the absolute maximum IRS plan limit that reaches into the mid-$70,000s.

• 🔄 The Power of After-Tax Contributions: Learn how to utilize the third "after-tax" bucket in your employer's retirement plan to dramatically increase your savings rate.

• 📈 In-Service Distributions: Find out how transferring after-tax funds directly into a Roth IRA can create a massive pool of tax-free capital, regardless of how much money you make that year.

• 👨‍👩‍👧‍👦 Generational Wealth Transfer: See why this tax-free environment isn't just great for your own retirement, but also serves as an incredible tool for tax-free wealth transfer to your beneficiaries.

Ready to take control of your financial future? Schedule a meeting for more powerful wealth-building strategies, and to learn how we can help optimize your retirement plan.

10/13/2026

He or she who has the most in Roth wins.

The Power of Roth Accounts: Want to protect your hard-earned retirement savings from rising taxes? In this video, Adam Way, CFP®, AEP®, ChFC®, AIF®, AIFA®, CLU®, CLTC® explains why Roth accounts are arguably the greatest financial invention on the planet. From Roth 401(k)s to backdoor Roth IRAs, these powerful tax-free vehicles allow your investments to grow and compound without the looming threat of future federal or state income taxes. The real value of a Roth strategy goes far beyond just tax-free growth. Adam breaks down how strategic tax diversification can protect your Social Security benefits from taxation, keep your Medicare premiums low, and allow you to make major retirement purchases without spiking your tax bracket. Watch to learn how optimizing your tax-diversified portfolio could potentially save you over a million dollars in hidden retirement costs.

Key Takeaways:

• 📈 The Compound Effect: See how an initial $100,000 investment could exponentially grow to $1.6 million entirely tax-free.

• 🏥 Medicare Savings: Learn how pulling from a Roth keeps your Medicare IRMAA costs down, potentially saving you a quarter-million dollars over a 30-year retirement.

• 🏖️ Tax-Free Major Purchases: Discover how to fund major life events—like home remodels or dream vacations—without pushing yourself into a higher tax bracket.

• 🛡️ Protecting Social Security: Find out how utilizing a Roth can keep your income low enough to reduce or eliminate taxes on your Social Security benefits.

• 💡 Tax Diversification: Understand why having a tax-diversified portfolio is just as crucial as regular investment diversification.

Ready to optimize your portfolio and build your own tax-free retirement strategy? Schedule a meeting with Global Wealth Strategies & Associates today to see how a Roth-focused approach can work for your financial future.

10/06/2026

Celebrating three of the GWS&A team members this month! Happy birthday to Kyle [Oct. 5th], Jessica [Oct. 10th], and Jackie [Oct. 10th]

09/19/2026

Sophisticated Financial Planning Strategies

Stop letting complex financial plans overwhelm you. Discover how staging sophisticated planning strategies can turn financial confusion into a clear, winning chess match for your future.

Navigating the nuances of wealth management doesn't have to be intimidating. In this video, Adam Way, CFP®, AEP®, ChFC®, AIF®, AIFA®, CLU®, CLTC®, breaks down how Global Wealth Strategies & Associates (GWS&A) approaches complex financial moves by organizing them into manageable, chronological "stages." Rather than tackling everything at once, this architectural method prioritizes the most critical actions first, racking and stacking your financial priorities to build a comprehensive, long-term design for your wealth.

By thinking seven or eight chess moves ahead, early foundational steps naturally pave the way for more advanced tax and calendar-year strategies later on. Pacing your financial plan in bite-sized, 30-to-45-day increments demystifies the process, keeping you in control and moving steadily toward your overarching financial goals without the overwhelm.

Key Takeaways:

♟️ The Architect Approach: See why treating your financial plan like a multi-stage chess match ensures long-term structural integrity for your wealth.

🧱 Rack and Stack: Learn how prioritizing strategies from most to least important creates a logical, actionable foundation.

🗓️ Bite-Sized Ex*****on: Discover the power of implementing financial moves in manageable 30-to-45-day windows to avoid decision fatigue.

🔗 Interconnected Strategies: Understand how early foundational steps directly unlock advanced tax and timing benefits down the road.

🧠 Demystifying the Complex: Turn overwhelming financial nuances into clear, actionable steps that empower your financial future.

09/17/2026

Lonnie Campbell brings nearly a decade of experience in commercial banking and finance, with a specialized focus in commercial lending, business banking, and SBA loan structuring.

Throughout his career, he has worked alongside business owners, entrepreneurs, and real estate investors to help them secure financing, navigate complex lending decisions, and position their businesses for long-term success.

His ability to understand both the financial and operational side of a business allows him to simplify complex situations and provide practical solutions tailored to each client's needs.

09/09/2026

Discover how third-party custodians help safeguard your investments and protect your assets.

Keeping your assets secure is a top priority. In this video, Adam Way, CFP®, AEP®, ChFC®, AIF®, AIFA®, CLU®, CLTC®, of Global Wealth Strategies & Associates explains the critical role of third-party institutional custodians like Charles Schwab and Fidelity.

By separating the custody of your funds from the management of your wealth, this system creates a vital layer of security against unauthorized access. You will learn how this infrastructure protects your money while streamlining your annual tax reporting.

Key Takeaways
🛡️ Asset Security: Why rollover checks are strictly payable to the custodian (e.g., Schwab), never your advisor.

🛑 Fraud Prevention: How independent custody helps prevent Madoff-style schemes.

📄 Tax Reporting: The essential role custodians play in generating and sending your yearly tax forms.

💡 Clear Boundaries: Why custodians hold your funds but do not offer active wealth management strategies.

09/09/2026

With nearly a decade of experience in wealth management, Eitel knows that true financial advisory is about much more than just picking stocks - it’s about building trust.

As a Registered Investment Advisor fluent in both English and Spanish, Eitel has built a career on a simple philosophy: you cannot plan for someone’s future until you truly understand their present.

Eitel is based out of the GWS&A Minneapolis, Minnesota office.

09/03/2026

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) is your quarterback

Are you tired of being the middleman between your CPA, attorneys, and other financial professionals?

In this video, Adam Way, CFP®, AEP®, ChFC®, AIF®, AIFA®, CLU®, CLTC®, Founder and CEO of Global Wealth Strategies & Associates (GWS&A), explains the true value of working with a comprehensive financial planner. Instead of playing an exhausting game of "financial telephone," learn how a dedicated planner acts as the quarterback of your wealth—coordinating advanced tax strategies, estate planning, and investment management so you don't have to. We believe the best financial plans on earth happen when all your professionals are rowing in the exact same direction.

🔑 Key Video Takeaways:

⦿ The Financial Quarterback: A comprehensive planner acts as the hub for your entire portfolio, net worth, and estate plan.

⦿ Proactive Tax Mitigation: Coordinating directly with your CPA before tax season to reduce liabilities now and over your lifetime.

⦿ High-Net-Worth Strategies: Seamless implementation of charitable trusts, donor-advised funds, direct indexing, and real estate cost segregation.

⦿ The "Special Sauce": Eliminating the communication gap between your legal, tax, and real estate experts to ensure no nuance is lost in translation.

⦿ Peace of Mind: Taking you out of the middle of complex transactions so you can focus on the ride while the heavy lifting is done for you.

09/03/2026

Our team works incredibly hard throughout the year to serve our clients. In the spirit of Labor Day, we are closing our office on Monday, September 7th, to honor that dedication and hard work. We have insisted that our employees take this time to rest, recharge, and fully disconnect from their duties to enjoy the end of the summer with their families.

Wishing you a relaxing and enjoyable holiday weekend.

08/31/2026

Socially Responsible Investing (SRI) Explained | Align Your Money & Values.

What is Socially Responsible Investing (SRI), and how can you ensure your portfolio aligns with your personal values and professional restrictions? In this video, Adam Way, CFP®, AEP®, ChFC®, AIF®, AIFA®, CLU®, CLTC®, from Global Wealth Strategies & Associates (GWS&A) breaks down how we customize portfolios based on your unique preferences.

Whether you want to avoid investing in for-profit prisons and companies that test on animals, or you need to navigate strict corporate trade restrictions at your Fortune 500 job, we have the advanced technology to filter out what you don't want and focus on what you do. Learn how personalized portfolio overlays can help you manage risk, avoid wash sales, and invest ethically.

Key Takeaways
⦿ Define SRI: Socially Responsible Investing is simply setting preferences for what you do and do not want to invest in based on your values.

⦿ Ethical Filtering: You can easily restrict investments in industries like for-profit prisons or companies involved in animal cruelty.

⦿ Advanced Tech Integration: GWS&A utilizes advanced software to create custom "overlays" that filter your portfolio to match your specific criteria.

⦿ Corporate Trade Restrictions: If you work for a major publicly traded company, you can restrict investments in your own employer or competitors (like Apple or Microsoft) to comply with employment agreements.

⦿ Risk Mitigation: Avoiding specific stocks helps prevent concentrated position risk and eliminates unintended wash sale issues when managing your portfolio.

Address

3200 Cherry Creek Drive South
Denver, CO
80209

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.gwsa.us/, https://www.gwsa.us/social-media-policy

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