About us
At Globus Capital Advisors, we are committed to providing our clients with top-notch financial solutions that are tailored to meet their unique needs. With expertise in wealth management, mortgage lending, commercial financing, trusts and estates, and political consulting services, we offer a comprehensive range of financial services that help our clients achieve their goals.
Our Mission and History
At Globus Capital Advisors, we recognized a significant gap in the financial services landscape and took the initiative to bridge it. Our mission is to provide a comprehensive suite of investment services, all under one roof, that cater to the diverse needs of our clients.
We stand out as a unique financial firm with a core focus on wealth management, commercial financing, residential lending, and trusts & estates. Far too often, clients find themselves navigating complex, overwhelming, and frustrating situations as they seek multiple services across different providers. This fragmentation not only creates inconvenience but also leads to higher costs and coordination challenges.
At Globus, we offer a seamless experience by streamlining the process of obtaining residential mortgages and securing commercial financing, while also managing overall financial, trust, and estate planning – all within the same firm. This integrated approach alleviates the burden of dealing with multiple service providers and ensures a smoother and more cost-effective solution
We are eager to serve you at Globus Capital Advisors, where we strive to simplify your financial journey and empower you to achieve your goals.
Our Process
Discovery
At the beginning of our relationship, we take the time to get to know our clients, their financial situation, and their goals. This involves a comprehensive assessment of their assets, liabilities, income, and expenses.
Strategy
Based on our clients' unique needs and goals, we develop a customized financial strategy that is designed to help them achieve their objectives. This involves evaluating a range of financial products and services, and selecting the ones that are best suited to our clients' needs.
Implementation
Once a strategy has been developed, we work closely with our clients to implement it. This involves coordinating with other professionals, such as attorneys and accountants, to ensure that the strategy is executed in a timely and efficient manner.
Monitoring & Adjusting
We regularly monitor our clients' financial progress and make adjustments as necessary to ensure that their strategy remains on track. This involves ongoing communication with our clients, as well as a commitment to staying up-to-date with changes in the financial markets and the economy.