About Us

about us

Globalinvest FS: Fiduciary Wealth Management

Why We’re Different

At GlobalInvest FS, we believe exceptional service begins with exceptional people. Our team’s dedication means you get: 

Fiduciary Financial Advice You Can Trust 

As Registered Investment Advisors, we're legally required to put your interests first - unlike brokers held to lower "suitability" standards.

Personalized Attention

From portfolio managers to support staff, every team member is committed to understanding your unique financial story.

Peace of Mind 

Knowing your wealth is managed by professionals who view your success as their greatest achievement.

“We measure our success by yours – that’s the GlobalInvest difference.”

Helping People just like you

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Years of Experience

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Clients Served

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Wealth Solutions

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Satisfaction Goal

Wealth management team working seamlessly like gears for your financial growth

1. No Conflicts, Just Clarity

As Registered Investment Advisors, we: 

Customize every recommendation to your risk profile

Negotiate fees upfront—never earn commissions

Pay execution brokers directly (no kickbacks)

Result: Advice you can trust, with zero hidden agendas. 

2. The Brokerage Trap (And How We Avoid It)

Most brokers face impossible choices:

Recommend high-commission products to meet quotas

Balance firm targets with client needs

Our solution

We profit only when your portfolio grows. no other incentives.

3. Perfect Alignment

More value for you = More value for us

No product pushing—just research-driven strategies

Full transparency on costs and decisions

Why Clients Choose Globalinvest FS?

30 Years Experience

Market-tested wisdom for your portfolio

True Independence

No proprietary products or sales quotas

Client-First Integrity

Your goals drive every decision

Relentless Professionalism

Continuously advancing our craft

Fully Registered

Rigorously vetted by regulatory bodies

Fiduciary Bound

Legally and ethically committed to you

Friendly wealth management advisors offering personalized financial planning solutions

We Secure Your Financial Legacy

We are:

Strategists decoding complex markets

Listeners crafting personalized roadmaps

Advocates fighting for your best interest

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