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Trusted Financial Guidance

Building Wealth
Protecting
Your Future

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

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20+
Years of Experience
Decades of trusted financial expertise serving families and businesses.
500+
Families Served
Full-scope 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
Our Story

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. 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
Our Team

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.

Giovanny J Madrid
Managing Partner
Giovanny J. Madrid
Visionary leader bringing energy and expertise to every client relationship at GMW Financial.
Giovanny E Madrid
Managing Partner, ChFC
Giovanny E. Madrid, ChFC
Decades of financial expertise and the founding heart behind GMW Financial's mission.
Natahali Madrid
Director of Operations
Natahali Madrid
Oversees daily operations ensuring every client experience reflects GMW Financial's high standards.
Anagabriela Madrid
Health & Financial Representative
Anagabriela Madrid
Connecting clients with tailored health and financial protection plans built around their unique needs.
Santiago Cabral
Financial Representative
Santiago Cabral
Dedicated to helping families achieve financial clarity through personalized insurance and planning solutions.
Andres Orellana
Financial Representative
Andres Orellana
Client-first approach, building meaningful relationships and strategies that protect what matters most.
Jorge James
Chief Technology Officer
Jorge James, MSc
Electronic Engineer with over 30 years of experience in advanced technology solutions. Specialist in AI, telemetry, cybersecurity, and digital platforms applied to predictive analytics and risk management.
Ligia Morloy
Chief Human Resources Officer
Ligia Morloy
Industrial Engineer with a Master's in Management and over 20 years in organizational leadership. Leads human capital strategy with a focus on process optimization and high-performance teams.
Gustavo Diaz
Financial Representative
Gustavo Diaz
Committed to empowering clients through sound financial education and tailored planning strategies that build lasting confidence.
Romina Salinas
Financial Representative
Romina Salinas
Combines warmth and professionalism to connect clients with the financial and insurance solutions they need, making complex planning feel approachable at every step.
Mariela Sierra Lopez
Financial Representative
Mariela Sierra Lopez
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
Dedicated to helping individuals and businesses navigate their financial journey with personalized plans.
What We Do

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. 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.
Planning

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. 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
Planning

Retirement Planning

Retirement should mean 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 close 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.
Planning

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
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Insurance Services

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.

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Contact Us

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
Phone786-933-7080
Emailnmadrid@gmwfl.com
Office HoursMonday–Friday, 9:00AM – 6:00PM EST
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