The Financial Team for All Generations – Global Asset Sets Clients Up For Success

by Kerri Cooke

When it comes to quality and life satisfaction, money has a huge impact on the opportunities an individual can experience. Even if someone has plenty of income, it’s important to manage it well, not only for present satisfaction, but to build confidence in the future. Global Asset Management Group is an investment practice on the forefront of modern innovation striving to ensure customer satisfaction and return by creating tailored financial plans and diverse employee expertise.  

Tim Andreas, president and CEO of Global Asset Management Group in Lake Charles, encourages those at any age to start investing. He emphasizes that his team members, who have great diversity of age and experience, set Global Asset apart and help ensure all clients have an advisor who can relate to their current circumstances. “Advisors in their 20s, like Grant Cholley and Zach Tassin, and in their 30s, like Alex Reese, bring fresh energy, digital fluency and an understanding of emerging financial priorities like student debt, tech-driven investing and early-stage career planning. Our advisors in their 40s, such as Kyle Mestayer, offer balance by being experienced enough to have weathered market cycles, yet still closely connect to clients in their peak earning years. With someone like myself, with two and a half decades in the industry, I provide long-term vision, historical insight and deep planning expertise.” 

Tim urges young adults to start investing early to allow plenty of time for money to grow over the years. “Starting is more important than knowing everything,” he says. “You don’t need a finance degree or a large sum of money to begin investing. What you do need is curiosity, consistency and the willingness to learn.” Reasons young adults might want to invest in the short-term is to reach goals such as owning a home or opening a business, but investing helps set them up for a lifetime of success. 

Zach adds, “Investing early is more important than ever for young people, especially as traditional safety nets like pensions and reliable social security benefits are becoming less certain. With the burden of retirement increasingly falling on individuals, starting to invest now can build long-term wealth, provide financial independence and create security in an uncertain future.” 

Those who are involved in investment in middle age have very different goals than young adults. Many expenses, expected and unexpected, can have an impact on their day-to-day lives. For example, they might be supporting their child through college or helping care for an elderly parent. Having invested early on can help alleviate some of the financial stress from life’s expenses. “A well-crafted plan connects income, expenses, savings, insurance, taxes and investments into a strategy aligned with your goals,” Tim says. “Smart investment and planning can help optimize taxes, protect your assets and grow wealth intentionally.” Kyle adds, “A trusted financial partnership during this season of life can be the key to turning your financial goals into lasting success.” 

As retirement gets closer, priorities change once again. Tim says, “The plan becomes the guide for how and when to access your assets, how to replace your income and how to make your money last.” 

AI is becoming increasingly prevalent among many professions and, as with anything else, if businesses don’t stay up to date on innovation, they get left behind. Tim notes that although there is a severe shortage of incoming financial advisors, AI can help offset that shortage by handling such tasks as “data analysis, portfolio modeling and document preparation,” which in turn gives advisors more time to connect and guide clients. 

Grant expects “a future powered by AI, rapid tech shifts and industries we haven’t even imagined yet—so it’s no surprise the next generation is skeptical of old school investing advice. They want strategies that adapt as fast as the world does. To connect with them, we need to reframe investing as a forward-thinking tool: using AI-driven insights, global access and purposeful planning to help them invest in the future they believe in, not just the market they inherited.” 

Global Asset prides itself on a client-first approach rather than “a Wall Street-driven approach to managing money,” Tim says. “Our independence allows us freedom from quotas, conflicts or constrains found at big institutions. It’s not just about returns—it’s about helping clients stay confident in every market cycle and every stage of life.” 

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Global Asset Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.