Who We Serve

Servicing 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

A team free of the conflicts of interest that plague Wall Street
A team that helps you with all aspects of your financial life: investments, financial planning, tax optimization, and estate planning
A team that collects no commissions
A team whose interests are completely aligned with yours

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