We service all of your financial needs.
At Global View, we serve individuals and families looking for a better solution:
- You have done it yourself but now need an advisor to help you retire and convert assets to income.
- You want to know if you can retire.
- You are selling a business.
- Your current financial advisor or broker doesn’t keep in touch with you enough.
- The actual results achieved by the advisor didn’t live up to the sales pitch.
- You want help with all aspects of your financial life, not just investments.
- You want to preserve, as well as grow, your wealth.
- You need creative wealth management to help you maximize your estate, tax and retirement goals without increasing risk.
Imagine something better.
Imagine a team free of the conflicts of interest that plague Wall Street.
Imagine a team that helps you with all aspects of your financial life: investments, financial planning, tax optimization, and estate planning.
Imagine a team that collects no commissions.
Imagine a team whose interests are completely aligned with yours.
Global View's commitment to all our clients:
- We’ll help you preserve what you’ve built with globally diversified, conservative strategies based on time-tested principles.
- We’ll never accept commissions or other compensation from third parties.
- We’ll only charge you fees and we will explain those clearly and transparently.
- We’ll act as your fiduciary at all times.
- We’ll use the latest behavioral psychology techniques to help you avoid the big mistakes that most investors make.
- We’ll provide you with online tools for instant access to your accounts, from any device, so you can feel confident about your money.
- We’ll provide family-office style services to help you reach your legacy wealth planning goals.