FORT LAUDERDALE, Fla., May 1, 2025 -- Global Wealth Management (GWM), a leading provider of retirement planning solutions in South Florida, is excited to announce its strategic acquisition of Gulf Coast Financial Planning (GCFP). As part of this acquisition, GWM will add over $150 million in assets under advisement (AUA) and welcome Kurt Stahl, founder of GCFP, to the GWM team. This strategic partnership expands GWM's footprint into Florida's West Coast, with a new office in Lakewood Ranch, serving the greater Sarasota area and further strengthening the firm's statewide presence.
Stahl, a seasoned financial professional, is known for his personalized retirement strategies and client-first philosophy. By joining GWM, Stahl and his clients gain access to expanded resources, enhanced technology, and dedicated support, ensuring continued delivery of comprehensive financial guidance.
Andrew Costa, Co-Founder and Managing Director of GWM, commented, "We're excited to welcome Kurt to our team. His dedication to clients and commitment to personalized service make him an ideal partner as we expand to Florida's West Coast."
Grant Conness, Co-Founder and Managing Director of GWM, added, "This partnership represents a natural progression for both parties, creating an immediate impact through shared resources, deeper insights, and enhanced service capabilities that we believe will greatly benefit our combined client base."
The Sarasota office announcement comes on the heels of GWM's new office opening in Palm Beach County, signaling the firm's continued growth and dedication to providing robust retirement planning services across Florida.
Kurt Stahl shared, "Joining Global Wealth Management allows me to maintain my strong personal relationships while tapping into the extensive resources of an outstanding team. Together, we're positioned to offer clients the comprehensive support they need to confidently navigate retirement."
Clients of GCFP can expect a seamless transition with Stahl continuing as their trusted advisor within the same office location, complemented by the added resources, experience, and client-focused approach of GWM.
About GWM
GWM is a registered investment advisory firm with over 1 billion in AUA. GWM focuses on retirement, income, and estate planning strategies for individuals and families planning for and living in retirement, with offices in Fort Lauderdale, Weston, Coral Springs, Boynton/Delray Beach and Lakewood Ranch/Sarasota. www.askglobalwealth.com
AUA includes all client assets for which GWM provides strategic oversight, including Assets Under Management, brokerage accounts, insurance products and alternative investments as part of a comprehensive financial planning approach.
Securities offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of Global Wealth Management Investment Advisory Inc. (GWMIA), a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training. GWMIA and MAS are not affiliated entities. Insurance services are offered through Global Wealth Retirement Planning, LLC. Kurt Stahl offers advisory services through AE Wealth Management (AEWM), a registered investment advisor.
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