Please read our bios to learn more about us.

Bios

At Global Wealth Management we offer a unique approach to investing for individuals committed to planning their financial future, families and small businesses. Since 2008 we have a proud history of providing personalized, independent financial advice and guidance to our clients.

Chad Boling-Lewis

President

Why did you join Global Wealth Management?
I saw the impact Dad was having in people’s lives, and really wanted to make a difference on a personal level. As Dad was looking for “something better” for clients’ investment experience, he researched a fund group named Dimensional Fund Advisors. The firm’s early adaptation of Modern Portfolio Theory and relationship with Dimensional goes back to 1990 and continues today. I firmly believe in Dimensional’s scientific, disciplined approach to investing.

If you could spend the day with anyone, who would it be and what would you want to learn?
Winston Churchill. I admire his courage in uncertainty, and would want to learn how he saw beyond what today has to offer. I joined the firm in February 2008, so I got an immediate dose of downside volatility, and how that impacted clients from a psychological perspective. Having plans set in place before the Great Recession occurred helped them weather the storm, and enjoy the recovery.

What do you love most about being part of GWMI?
Hearing where our clients came from, how they got to where they are today, and their vision of where they want to go. Helping them achieve what is most important to them drives me. The depth of the client/advisor relationship continues to fascinate me. Through our discovery process, I get to know clients pretty quickly on a genuine level. At the end of the day, providing a roadmap to their goals is key. That road might get bumpy at times, and I’m with them all the way to ensure they make it.

What was your first job?
Mowing yards and pet sitting in my neighborhood at 10 years old. I printed up my own business cards, and went door to door marketing my services. The entrepreneurial seed had been planted. I had about 12 yards a week, and when it was hot, I’d mow early in the morning, and still have time to play, go to the pool, or torment my brothers in the afternoon.

My dream vacation is:
Fly fishing with my boys on the spring creeks south of Livingston, MT.

Full Bio

Working Together

With the many demands on your time and the complexities of the financial decisions you face, the comprehensive wealth advisory approach we provide can help make a real difference, both for your family and your business.

Team of Experts

We work with a team of experts to determine the most beneficial course of action and strategy for all of your wealth needs.

We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we work with a team of experts, including your CPA and Estate Attorney, to determine the most beneficial course of action and strategy for all of your wealth needs. If you don’t have a CPA or Estate Attorney, we can help you find the right one, based on your specific goals.

We also work with Third-Party Administrators, Custodians, Record Keepers and other professionals in order to help meet all of your retirement plan needs.

It is our goal that by having a team of experts working closely together, we maximize the effectiveness of your plan to help ensure that it stays in synch, with every item properly addressed.

Comprehensive Approach

In order to help you maximize your potential for success in all areas of your financial life, we focus on these important areas:

Wealth Enhancement

This process can be key to creating and maintaining your financial comfort. It can include:

  • Managing resources and your portfolio
  • Tax planning and tax efficiency issues
  • Personal savings
  • Simplifying your financial life
  • Education funding

Wealth Transfer

Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family. It also can reduce or prevent much of the stress that so often occurs when heirs attempt to sort out a family member’s estate.

Charitable Giving

We help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable legacy.

Wealth and Income Protection

We work to ensure that your wealth is protected against catastrophic losses, an extended illness or disability and identity fraud. Business owners might also want to consider strategies to protect their wealth and the value of their businesses.

Retirement Plans

We also offer a comprehensive range of retirement plan solutions, from 401(k) plans to profit sharing plans, defined benefit plans and many other qualified plan types, we provide the options you need and the guidance to deserve. This means we can help you plan for — and enjoy — a more secure retirement, both personally and professionally.