Global View Investment Blog

Kurt Schumacher Joins Global View Investment Advisors

Greenville, South Carolina – June 30, 2016 – Kurt Schumacher brings a wealth of estate planning knowledge with him as he joins Global View Investment Advisors.

Kurt Schumacher | Wealth Strategist | Global View Investment Advisors Kurt Schumacher | Wealth Planning Strategist | Global View Investment Advisors

A graduate of Harvard College and Harvard Law School, Kurt Schumacher has been counseling individuals and families on wealth preservation and transfer for over a decade and a half.  Beginning his career in Boston, Kurt was an estate planning attorney for the Private Client Group of Ropes and Gray LLP before moving to Greenville where he joined Leatherwood Walker Todd & Mann, P.C. (now Smith Moore Leatherwood).  In 2008 he opened his own firm, Schumacher Law, LLC.

As an estate planning attorney, Kurt has had a long and successful career focused on estate planning and settlement, asset protection, business succession planning, and trust administration.  At Global View Investment Advisors, Kurt will work with clients along with their tax and legal advisors to create strategies that combine prudent investing with thoughtful wealth transfer techniques.

Kurt is looking forward to joining the Global View team, and is especially excited about the opportunity to engage clients who seek long-term counsel and advice.  Kurt says, “As a member of [Global View’s] advisory team, I will be able to help clients consider, over time, how to invest their savings in an increasingly complicated and stressful market.”

Partner Joey Hines comments that “Kurt brings a wealth of knowledge and expertise to our team that will distinguish us from other firms and be a tremendous resource to our clients.”  His unique set of skills, knowledge, and experience can provide the firm’s clients with a more well-rounded financial plan, and a perspective they might not get elsewhere.

Kurt will add greatly to the full-service offering found at Global View with his creative solutions for estate planning.  Partner Adam Wiles trusts that “Kurt’s very high level of Estate Planning knowledge and practice will greatly benefit new and existing clients and their heirs.”  He believes Kurt’s addition will render Global View’s coordinated service “second to none in the area of Estate Planning considerations.”

Global View Investment Advisors is an independent, fee-only, wealth management, financial advisory, and retirement planning firm which serves global clients from downtown Greenville, South Carolina.

Adam Wiles

Written by Adam Wiles

Adam is a Partner at Global View. Adam’s primary focus is on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying client’s needs and explaining the solutions that meet those needs. He worked with Merrill Lynch for 2 years prior to joining Global View. Prior to Merrill Lynch, Adam worked 10 years, in several trading capacities, within the Commodity Lumber business.

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