Joseph H. Littky, CFP®, CDFA™
Global Trust Asset Management, LLC, an Independent Registered Investment Advisor headquartered in West Palm Beach, is pleased to announce that Joseph H. Littky, CFP®, CDFA™, has joined as partner.
Mr. Littky brings more than 20 years of experience in the financial services industry to his leadership role at Global Trust. He provides a holistic approach and platform in helping clients achieve their unique financial goals.
One of his many roles is helping ensure a high quality client experience for all of the team's valued clients. Mr. Littky is directly responsible for coordinating the team's efforts in delivering comprehensive financial planning services and personalized investment management solutions. His ability to take ownership of each client's unique goals and objectives, and deliver transparent advice in their best interest, has made him a highly sought-after financial advisor.
Together, alongside of a client's tax, legal and consulting specialists, Mr. Littky creates seamless and customized wealth management strategies catering to: high net worth families, professional athletes and entertainers, small institutional clients, pension plans, foundations and endowments and government and non-profit investment planning.
Mr. Littky's area of expertise includes: financial planning, estate and trust planning, liability management, managed money consulting, restricted stock and options, asset allocation strategies and alternative investments.
Raised in Palm Beach County, Mr. Littky graduated with his B.A. from the University of Arizona.
Littky is passionate about his two sons and about sports. To that end, he spends much of his free time both coaching youth sports and officiating in the north end of the county where he and his family have lived for over 15 years.
About Global Trust:
Global Trust Asset Management, LLC is an independent Registered Investment Advisor with a heritage of experience providing disciplined financial planning, investment management, and tax and estate solutions for multi-generational clients. Global Trust is located at 515 N. Flagler Drive, Suite 1700, West Palm Beach, FL 33401. To learn more visit www.gbltrust.com or call 561.472.0191.