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Trusted Financial Guidance

Building Wealth
Protecting
Your Future

Comprehensive financial services and insurance solutions tailored to your unique goals. From business planning to retirement security — we're your partner for life.

20+
Years of Experience
Decades of trusted financial expertise serving families and businesses.
500+
Families Served
Comprehensive plans across financial & insurance services.
Financial Planning
Insurance Planning
Retirement Planning
Business Planning
Special Needs Planning
Financial Planning
Insurance Planning
Retirement Planning
Business Planning
Special Needs Planning
Financial Planning
Insurance Planning
Retirement Planning
Business Planning
Special Needs Planning
Financial Planning
Insurance Planning
Retirement Planning
Business Planning
Special Needs Planning
GMW Financial

A Commitment to Your Financial Legacy

"More than numbers — a relationship built on trust."

GMW Financial was founded on a simple belief: every individual and family deserves access to expert financial guidance. We combine deep industry expertise with a personal touch that larger institutions simply can't offer.

From first-generation wealth builders to multi-generational families, we craft customized strategies that protect today and grow tomorrow. Our approach integrates financial planning and insurance seamlessly — because true financial security requires both.

IntegrityTransparent advice, always in your best interest
ExpertiseDecades of licensed financial experience
PersonalizedNo cookie-cutter plans — every strategy is yours
Long-TermWe grow with you through every life stage

The People Behind Your Plan

Experienced, licensed, and genuinely invested in your success. Our advisors bring the knowledge — and the care — that makes the difference.

Anagabriela Madrid
Health & Financial Representative
Anagabriela Madrid
Anagabriela specializes in health and financial planning, helping clients navigate coverage options and build comprehensive protection plans tailored to their unique needs.
Santiago Cabral
Financial Representative
Santiago Cabral
Santiago is dedicated to helping individuals and families achieve financial clarity — providing guidance on insurance and planning solutions that align with each client's goals and future aspirations.
Andres Orellana
Financial Representative
Andres Orellana
Andres brings a client-first approach to financial services, focusing on building meaningful relationships and delivering strategies that protect and grow what matters most to each family.
Gustavo Diaz
Financial Representative
Gustavo Diaz
Gustavo is committed to empowering clients through sound financial education and tailored planning strategies — ensuring each person has the right tools to build lasting financial confidence.
Romina Salinas
Financial Representative
Romina Salinas
Romina combines warmth and professionalism to connect clients with the financial and insurance solutions they need — making complex planning feel approachable and empowering at every step.
Mariela Sierra
Financial Representative
Mariela Sierra Lopez
Mariela is passionate about financial literacy and protection planning, working closely with clients to ensure their families and futures are secure with strategies built around their individual goals.
Javier Gomez Silva
Financial Representative
Javier Gomez Silva
Javier brings dedication and expertise to every client interaction, helping individuals and businesses navigate their financial journey with personalized plans designed to protect, grow, and sustain their wealth.

Services Built Around You

We offer a full spectrum of financial and insurance services. Whether you're building a business, protecting your family, or planning your legacy — we have the expertise.


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Financial Planning

Holistic, personalized financial plans aligned to your goals, risk tolerance, and timeline.

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Investment Consulting

Strategic investment guidance to grow and diversify your portfolio with confidence.

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Insurance Solutions

Life, disability, long-term care, and more — comprehensive coverage for every stage of life.

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Wealth Management

Integrated wealth strategies combining planning, investing, and protection into one clear roadmap.

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Business Financial Strategy
From startups to established enterprises, we build financial structures that support growth, protect assets, and plan for ownership transitions.

Business Planning

Your business is one of your greatest assets. We help business owners build financial strategies that protect that asset — and ensure it works for your personal future too.

Whether you're launching, scaling, or preparing to exit, our business planning services address every financial dimension of ownership.

"Protect what you've built — and plan what comes next."

  • Business succession and exit planning
  • Key person life insurance strategies
  • Buy-sell agreement funding
  • Executive compensation and benefits
  • Business owner retirement plans (SEP, SIMPLE, 401k)
Discuss Your Business Plan

Retirement Planning

Retirement should represent freedom — not financial stress. We design income strategies that ensure you can live the retirement you've earned, on your terms.

Our advisors take a comprehensive look at your savings, Social Security timing, tax exposure, and healthcare needs to build a retirement plan that lasts.

"Your retirement is a destination — let's map the route."

  • Retirement income distribution strategies
  • Social Security optimization
  • 401(k), IRA, and Roth conversion planning
  • Medicare and long-term care planning
  • Tax-efficient withdrawal strategies
  • Legacy and estate planning integration
Start Your Retirement Plan
Your Retirement Vision
A future defined by choice, security, and the freedom to enjoy everything you've worked for — with a plan that ensures it lasts.
Planning With Heart
Specialized financial strategies that ensure your loved one with special needs is protected, cared for, and financially secure — today and long into the future.

Special Needs Planning

Families with special needs loved ones face unique financial and legal challenges. Our advisors provide compassionate, expert guidance to build plans that protect — without jeopardizing essential benefits.

We work with families to create lasting structures that ensure quality of care and financial dignity for their loved ones at every stage of life.

"Ensuring lifelong security for the ones who matter most."

  • Special Needs Trusts (SNT) planning
  • ABLE account strategies
  • Government benefits preservation (SSI, Medicaid)
  • Life insurance funding strategies
  • Caregiver transition planning
  • Letter of intent and care coordination
Speak With an Advisor

Protection That Matters

Insurance is the foundation of any sound financial plan. We offer a full range of solutions to protect your income, your family, and your legacy.

01

Life Insurance

Term, whole, and universal life policies tailored to your coverage needs and financial strategy. Protect your family's future income and obligations.

02

Income Replacement

Your income is your greatest asset. Short-term and long-term disability coverage ensures you and your family are protected if illness or injury keeps you from working.

03

Long-Term Care

Plan ahead for extended care needs with policies that protect your retirement savings and give you control over your care options when it matters most.

04

Annuities

Create guaranteed income streams for retirement with fixed, variable, or indexed annuity products designed to complement your overall financial plan.

Ready to Build Your Financial Future?

Schedule a no-obligation consultation with one of our advisors today.

Book Your Free Consultation

Let's Start Your Journey

We'd love to learn about your goals and show you how GMW Financial can help you achieve them. Reach out for a complimentary, no-pressure consultation.

Location6303 Waterford District Dr #400, Miami, FL 33126
Office HoursMonday–Friday, 9:00AM – 6:00PM EST