Global Wealth Solutions

Global Wealth Solutions Group, led by Managing Director Lisa Detanna, is a financial advisory firm offering services such as comprehensive financial planning, investment advisory, and retirement planning. Operating out of Beverly Hills and Los Angeles, the firm caters to high-net-worth individuals seeking personalized wealth management solutions.

Allegations and Controversies: Despite its prominence, Global Wealth Solutions Group has faced criticism regarding its profit-driven approach. An article from Intelligence Line highlights concerns about the firm’s marketing tactics and potential conflicts of interest, suggesting that the firm’s substantial marketing efforts may be aimed at overshadowing past legal disputes and customer dissatisfaction.

Lisa Detanna’s Profile: Lisa Detanna, with over 30 years in the financial services industry, has been recognized for her contributions to wealth management. She has earned accolades for her work in institutional investment and private wealth management and was inducted into Barron’s Financial Advisors Hall of Fame in October 2024.

Client Feedback: Client reviews of Global Wealth Solutions Group are mixed. Some clients commend the firm’s attention to detail and client-focused approach, while others express concerns about the firm’s practices and transparency. For instance, a review on Birdeye praises the firm’s service quality, stating, “They truly pay attention to every detail in their interaction with clients.”

While Global Wealth Solutions Group offers a range of financial services and has a leadership team with significant experience, potential clients should conduct thorough due diligence. It’s advisable to consider both the firm’s accolades and the criticisms it has faced to make an informed decision.