Broker Check

DRIVING FINANCIAL FREEDOM  |  For Life Now  |  For Retirement  |  For Your Legacy


We understand selecting the right financial planning partner can be a challenge.

There are endless financial service companies who handle various aspects of the financial planning process.
However, few of them take an expanded view of your life goals and financial goals and work to ensure they both have the same end game in mind.

That's where we differentiate ourselves from the pack and can make a real difference in driving financial freedom.







<strong>Navigating Your Financial World,&#160;<em>Together</em>.</strong>

NAVIGATING YOUR FINANCIAL WORLD, TOGETHER.

Our objective is to provide you with a strategic roadmap to help navigate your financial world and reach your ultimate goal.

In order for us to develop a successful plan, we educate you on how your investments, insurances and tax strategies work in tandem.

A financial plan will give you a baseline of where to begin and a reference point to keep us on track.

FEE FOR SERVICE:
Globe Wealth Management’s advisory practice is fee-based. Annual advisory fees are calculated simply as a percentage of assets under management. Fees are not based on trading activity or commissions.

The financial planning and asset management fees are current as of January 01, 2023.
Globe Wealth Management reserves the right to adjust our fee structure to reflect current market conditions.
Globe Wealth Management’s Wealth Partners will be informed in a timely manner of any changes to our 
suite of services, or our asset management fees.

Meet Our Experienced Team

Stacey Blodgett

Stacey L. Blodgett, CFP®

President, Chief Executive Officer and Wealth Manager

603-296-0063

603-296-0060

Regina Kozsan

Regina M. Kozsan, CFP®

Chief Investment Officer and Wealth Manager

603-296-0063

603-296-0060

Richard Johnson

Richard W. Holt Johnson

Vice President, Communications and Business Development

603-296-0063

603-296-0060

Christina White

Christina L. White

Client Relations Specialist

603-296-0063

603-296-0060

Lia Cairns

Lia J. Cairns

Administrative Assistant

603-296-0063

603-296-0060

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