ADAM L. WAY,
CFP®, ChFC®, AIF®, CLU®, CLTC®
Adam Way is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Global Wealth Strategies & Associates (GWS&A), a boutique financial and estate planning firm. Since entering the financial services industry in 2002, Adam has been serving his clientele with a passion for guiding and educating them towards success and financial independence. Adam specializes in helping families, individuals, and business owners in the areas of retirement distribution planning, education planning, tax mitigation, and business succession planning, amongst other financial planning related topics.
Committed to being an expert in his field, Adam spends a significant amount of time staying current. He has numerous financial designations - CFP®, ChFC®, AIF®, CLU®, and CLTC®, to name a few. Additionally, Adam holds his Series 6, 63, 65, and 7 licenses. Adam serves clients all over the country and because of this, carries various licenses across the United States.
Adam has a diverse background in working with business owners, both from his upbringing, and the various companies he’s been affiliated with over time. Because of this knowledge, Adam brings a unique skillset that boldly serves GWS&A’s business clients. Adam’s acumen as it relates to the inner workings of business valuations, tax and legal structuring, company benefits, and complex buy/sell transactions, sets him apart from his peers.
Following a strong desire to give back, Adam is actively involved with Rachel’s Challenge, a non-profit dedicated in preventing violence in schools. He is also actively involved with Trails Preservation Alliance, a non-profit dedicated to keeping trails open in the wilderness. Lastly, Adam sponsors a racing team, dedicated to helping athletes with equipment, race entry fees, and other support necessary for them to be able to compete. Currently, his team supports 15+ athletes.
Adam lives in Cherry Creek, Denver. Adam enjoys competitive skydiving, racing cars, racing trucks, rock-crawling, competitively shooting IPSC, hunting, camping, and any other activities the Colorado Rocky Mountains have to offer. In Adam’s time off, he enjoys spending time with his girlfriend, Barb and his black lab, Diesel.
Eric’s background is centered in retail investments and banking, with a deep focus towards comprehensive planning, through diverse asset management strategies. Holding FINRA 7 and 66 licenses, his experience led him to GWS&A after beginning his career in financial services at JP Morgan Chase and Edward Jones. During his time at JP Morgan Chase, he worked on large, complex retirement plans, and is an expert in the Defined Contribution and Defined Benefit space.
Charged with directing GWS&A’s investment operations & strategies, Eric believes in taking a big picture approach to the financial planning process, using holistic methodologies aimed at mitigating risk, while still focusing on consistent and measured growth in client portfolios. He has a passion for educating clients and guiding them along the journey towards financial success and independence.
A firm believer in continually furthering his knowledge and financial acumen, Eric’s educational background includes his Master’s Degree, earned from the University of Colorado, Denver, with dual specializations in Finance and Risk Management & Insurance. Prior to this, Eric completed his undergraduate work at the University of Redlands in southern California, with a double major in Business and Philosophy. Most recently, Eric earned the Accredited Portfolio Management Advisor℠ - APMA® - designation, completing advanced coursework in portfolio construction, augmentation and maintenance - with emphasis on sophisticated and unique client situations. Additionally, Eric has earned the Accredited Investment Fiduciary - AIF® - designation, signifying his commitment to upholding the highest fiduciary standards. Eric is currently in the process of studying for Level 2 of the Chartered Market Technician designation.
A native of Montana, Eric now resides in Denver’s Stapleton neighborhood with his wife Jami, their boys Foster and Arley, daughter Willah, and dogs Tucker and Mona. In his free time, Eric enjoys exercising, watching sports & playing sports, fly fishing, and spending time with his family.