Because it’s serious
money now.

Learn more

You’ve worked hard to build it. We’re here to make sure you keep it.

Why We’re Different

Fiercely Independent

As fee-only fiduciares, we don’t accept compensation of any kind from anyone else but you.

Family Office Style Services

We have in-house tax and estate planning (attorneys and accountant to maximize your wealth and minimize your worries).

Skin in the Game

Unlike most firms, we invest our money alongside yours. We believe in our process.

You’ve worked hard to get where you are.

Make sure you don’t give it back.

Download our free guide to learn:
  • The biggest threats to your wealth (and they may not be what you think they are)
  • Five steps you need to take NOW to protect yourself and your future

Coordinated wealth management for better results

Smart tax and legal strategies help protect and maximize your wealth. While most firms don’t provide this necessary guidance in-house, you get it all in one place with Global View. Here’s what we do for you:
Worry-Free Portfolio Management TM
We help you achieve market returns while carefully controlling your risk
Comprehensive Financial Planning
We help you create plan to achieve your best life and leave behind your desired legacy
Estate and Tax Planning Services
We simplify your life and optimize your wealth legacy by having all your professionals under one roof.

Give us a test drive.

Picking a financial advisor is no process to rush. Or maybe you’re not even sure an advisor can help you. Instead of going all in from the start, we give you an easy way to determine if we’re the right fit. Give us a test drive—find out if we’re right for you—and get a valuable second opinion in the process.

Global View Insights

Keep up to date with the latest insights and advice on financial planning, retirement planning and investment management.
Read our blog
Greenville, SC Named One of the Best Places to Save for Retirement
Planning to retire in Greenville, SC? According to reports, you’re making a good move.
We Live in a Golden Age. Tell Your Kids. Then Your Kids Can Tell Their Kids.
In Brief: None of us have all the answers. But if there is one thing…
Retirement Planning and the Sale of a Business
If you’re a business owner, you’ve likely worked very hard to make your company a…

Subscribe to Global View Insights

Get our monthly newsletter that brings you news, tips and tricks from around the web and Global View’s blog.