Build Wealth. Leave Legacy.
Build Wealth. Leave Legacy.
At GWM & Associates LLC, we help hardworking families, especially in Hispanic, Black, immigrant, and first-gen communities — finally break the cycle of “just getting by” and start creating legacies that last.
We translate financial jargon into clear, culturally relevant steps your family can trust. Because wealth isn’t just for the few, it’s for us, too.
100+
Families Educated
350+
Policies Secured
7+
Years of Experience
100+
New Agents Licensed & Trained
About Us
From Survival Mode to Legacy Mode
If you grew up being taught how to work hard but never how to build wealth… you’re not alone.
That’s the story of millions of families across the country; smart, hardworking, loving parents doing their best, but without the blueprint to turn hustle into generational security.
Founder Miriam Vargas started the Generational Wealth Movement to change that. As a Latina entrepreneur and mother, she saw too many families repeat the same cycle: surviving, but never building.
7+
Years Experience
Why GWM Exists
GWM exists to:
Give families clear financial strategies that make sense.
Provide representation and trust where traditional advisors failed.
Build legacies that go beyond money, rooted in family, culture, and love.
This isn’t just a business. It’s a movement.
What we offer
Simple, Human, Family-First Solutions
Wealth doesn’t need to be complicated. Here’s how we help:
Life Insurance
Life insurance is love in action — a promise your family will always be protected. We make it simple, affordable, and designed to build legacy.
Annuities
Annuities guarantee you steady income for life, no matter the market. It’s how you turn hustle today into peace of mind tomorrow.
Debt Settlement
Debt doesn’t have to control your future. We help you settle, restructure, and move forward so you can finally build wealth.
Legacy Building Sessions
Our sessions break down the financial tools schools never taught us.
Ready to Protect What Matters Most?
You don’t need to wait until it’s “the right time” — your family deserves security today. The earlier you start, the stronger your legacy grows.
Classes
Latest Masterclass
Data Science 101
-Learn the fundamentals of data analysis and management.
-Perfect for women entering the tech industry.
(312 Reviews)
10 hours
12 Lessons
Beginner Level
Building Business Relationships
-Discover the art of networking and fostering meaningful connections.
-A must for professionals and entrepreneurs.
(312 Reviews)
10 hours
12 Lessons
Beginner Level
Career Planning 101
-Develop a personalized roadmap for career success.
-Gain the confidence to achieve your professional goals.
(312 Reviews)
10 hours
12 Lessons
Beginner Level
Choose Your Package
Women Can Do Everything
No matter where you are on your journey, GWM & Associates LLC has a plan for you.
Starter Kit
Basic Package
$40
Monthly
Perfect for women beginning their self-development journey.
Personalized guidance
Foundational resources
Goal-setting tools.
Starter Kit
Basic Package
$60
Monthly
Ideal for those ready to take the next step
Comprehensive coaching
Exclusive resources
Progress tracking.
Starter Kit
Advance Package
$100
Monthly
Designed for women seeking advanced growth and success.
Full mentorship
Advanced tools
Leadership training.
Our Team
Real People. Real Families. Real Legacy Builders.
At GWM Associates, we believe you deserve guidance from people who get it — who understand your culture, your struggles, & your dreams.
Miriam Vargas
Founder & CEO
Latina entrepreneur and financial educator dedicated to helping families break cycles and build legacy.
Melinda & Sheldon Smith
Licensed Life Agent
A husband-and-wife duo focused on protecting families with life insurance and wealth strategies.
Jonathan Mason
Chairman, Mentor & Advisor to GWM & Associates
Founder of LMT Financial and nationally recognized leader in financial services, Jonathan provides mentorship and guidance that continues to shape our mission and growth.
Why Choose Us
Because Your Family Deserves More Than Generic Advice
Most financial advisors don’t get our communities. They talk in jargon, push products, and overlook the values that matter most — family, culture, and legacy.
We Speak Your Language
Literally and culturally, so financial tools finally make sense.
We Lead With Education
You’ll always understand your options before making a choice.
We Build Legacy, Not Just Wealth
Every plan is designed to outlive you and uplift your family.
We’re From the Community
Hispanic- and minority-led, we know the struggles because we’ve lived them.
Testimonial
What Families Are Saying
At GWM Associates, nothing matters more than the families we serve. Our clients aren’t just numbers — they’re parents, business owners, and first-gen wealth builders who wanted something better for their families… and found it here.
Joining GWM & Associates LLC was the turning point in my career. The coaching and resources they provided were invaluable!
Sarah K.
I never thought I could achieve so much in so little time. Thank you, GWM & Associates LLC!
Ayesha Z.
The community at GWM & Associates LLC is incredibly supportive. I’ve learned so much and grown in ways I never imagined.
Maria T.
Every story is different, but they all share one thing in common: peace of mind knowing their family is finally protected and on the path to legacy.
HAVE QUESTIONS?
Contact Us Today!
The time to invest in yourself is now. Contact us today and discuss your journey toward a brighter future.
Office: 385 Douglas Ave, Suite 3350, Altamonte Springs FL 32714
(407) 839-9766
Email: [email protected]
Site: https://gwmassociates.com