Travel the Financial Path That’s Right for You

We discover who you are and where you want to go. You discover the confidence that results from a personalized retirement roadmap.

About GFT Wealth Strategies

GFT Wealth Strategies was founded in 2019 with a singular purpose — to help men and women enjoy the lives and retirements they desire and deserve.

No matter what your situation is — married or single, widowed or divorced, confident or confused — we’re here to help you find clarity so you can pursue your goals and dreams.

  • Feeling overwhelmed because you suddenly are facing key financial decisions by yourself for the very first time?
  • Feeling overjoyed because you recently retired or unexpectedly came into some money?
  • Feeling like you’re just overdue for some retirement or financial advice?

We’re proud and grateful to serve people with these types of thoughts and emotions every day. And ladies, we have a special affinity for helping you — women who are active, independent, decisive, strong enough to admit they need assistance and ready to connect with someone who understands what they’re going through. 

We Want to Earn More Than Your Business

At GFT, we believe you deserve a financial strategy that is as unique as you and a professional who is as dedicated as you are to your family, work and passions.

We provide comprehensive services to help you grow income, preserve assets, manage risk and build a legacy. Why? Because we want to earn your trust, not just your business.

When we implement your strategy, we do so by talking straight and treating you right. We do it by identifying investment and insurance products tailored to your needs. We do it through regular communication and collaboration that allows us to make sure your plan continues to align with your ever-changing life.

Bottom line, we do it.


Will a Recession Rob Your Retirement?

4 Things to address to help ensure you can weather a drop in the market.
This downloadable guide walks you through four things to check now to help ensure you and your family are prepared — even if the economy takes a dip.

What you'll learn:

  • How to decide how much of your savings should be invested in the market
  • A simple calculation to help determine whether you've saved enough to retire
  • Alternative methods to create income without relying on a volatile stock market

Why Choose Us

Not only have we been helping clients navigate retirement for more than 5 years, but our credentials stand tall.

Unbiased Guidance

Our staff put each client’s needs at the forefront of all we do.

Wide Product Selection

As an independent firm, we have access to a wide selection of financial products, rather than being limited to one big-box company’s suite of products.


Through bull markets and stock market dips, we’ve helped our clients stay on track through various types of economic conditions.

Put Your Hard-Earned Assets to Work.

Retirement Income Strategies

Wealth Management



IRA/401(k) Rollovers

Preserve What Belongs to You.

Asset Protection Strategies

Life Insurance

Tax-Efficiency Strategies

Long-Term Care Plans

IRA Legacy Planning

Provide for the People and Causes you Cherish.



Charitable Giving

Legacy Planning

Tax-Efficient Strategies

Our Services


Insurance products are offered through the insurance business Global Financial Trust. GFT Wealth Strategies is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Global Financial Trust are not subject to Investment Advisor requirements. AEWM and Global Financial Trust are not affiliated companies.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. GFT Wealth Strategies is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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