Adam Way is a CERTIFIED FINANCIAL PLANNER® professional and the founder of Global Wealth Strategies & Associates (GWS&A), an experienced 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 highly proficient in his field, Adam spends a significant amount of time staying current. He has numerous financial designations – CFP®, AEP®, ChFC®, AIF®, AIFA®, CLU®, and CLTC®, to name a few. Additionally, Adam passed the following FINRA exams: Series 6, 63, 65, and 7. 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. Adam is also a member of the Denver Estate Planning Council.
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 wife, Barb and his family and friends.
