Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Reach out if you have any questions, we offer a complimentary conversation for us to get acquainted.
Global View Capital Advisors
At GVCA, we offer unconflicted advice with your greater good—and best interests—in mind at every step in your financial journey. As a team of fiduciary financial advisors based in Wisconsin, we work with people all over the United States. Let us help you create a life free from the fears and burdens of financial limitations. Together we can work towards achieving greatness.
You aren’t the same as everyone else.
Neither are we.
It is hard to believe that in a world where we each have unique financial situations, many of us enroll in the same cookie cutter plans. At Global View Capital Advisors, we understand you have unique needs and goals. You are the reason we create custom financial plans. Our team understands that navigating future trends and discovering opportunities could be well worth the reward if one has a portfolio designed to adapt to changing conditions. Lives don’t sit still, neither do markets. Adaptability, protection, and diversity are, perhaps, the most critical features of Global View’s custom solutions.
FREE DOWNLOAD
Want to Know a Secret?
Our first priority is helping you take care of yourself and your family, and teaching you what you need to know to build wealth. In this book, you will learn about the Rule of 72, the meaning of good debt versus bad debt, the effects of taxation on your wealth, and much more. Download the eBook now to learn about some of the secrets that can make a difference to your financial know-how. And be sure to contact us if you have any questions—we would love to hear from you!
What Does Your Retirement Look Like?
We understand that each individual faces unique challenges in their financial lives. Our team takes the time to understand your needs and concerns and crafts plans tailored to meet your financial goals and objectives, including your retirement. We offer an extensive list of services that we incorporate into a custom plan for you which can scale up or down depending on your situation’s complexity.
Financial Planning
Insurance Solutions
Strategic Retirement Planning
Estate Planning Strategies
Active, Tactical Investment Management
Pooled Employer 401(k) Plans (PEPs)
The Global View Capital Advisors Approach
At Global View Capital Advisors, we conduct a thorough review of your current financial situation and recommend practical steps for your insurance and investment needs. But, before we say anything, we listen carefully to what is important to you. Our firm is structured to support and our advisors are guided by the fiduciary principle – placing you and your best interests first and foremost at all times. Our team of advisors is here to serve you.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
The above-mentioned recognition/award was given on 12/2024 based on the time period of 01/01/2024 to 09/30/2024. It was also awarded for years 2022 and 2023 by Financial Services Review. Global View Capital Management has a reasonable belief the survey used to determine the award was fair and balanced. GVCM provided compensation to the provider for use of their logo and marketing purposes. The receipt of “Top Financial Asset Management Services Company” is no guarantee of future investment outcomes and does not ensure that a client or prospective client will experience a higher level of performance or results. Learn More
DESIGN
- We listen to identify your dreams and goals
- We gather, organize and analyze your financial information
- We make recommendations based upon your needs
GROW
- We agree upon clear objectives and risk expectations
- We monitor your investments and track the progress
- We refine and revise along the way
PROTECT
- We provide investment strategies with downside protection for unpredictable markets
- We offer insurance solutions which are an important foundation to all financial plans
- We assist you with creating a legacy for future generations
- We help protect your family from life’s unexpected challenges
Resource Library
Global View Capital Advisors is here to answer questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth. Browse through the educational resources on our website to learn more. We invite you to read, watch, download, and learn about the basics of finance and retirement. And remember, we are here to help you develop and implement your own personalized financial and retirement plan. Please feel free to reach out if you have any questions, we would love to speak with you.
I would like to have a no-obligation, complimentary conversation about my finances and my retirement!
We want to learn more about your personal situation, your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation to success, and we would love to speak with you. If you call, we answer! Call or text Tim Schwister at (262) 500-4210, schedule an appointment, or fill out the form below and we will get back to you right away.
Address:
N14 W23833 Stone Ridge Drive, Suite 350
Waukesha, WI 53188
Contact Information:
Ph: (262) 500-4210
Fax: (262) 650-1085
Email Us
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Global View Capital Advisors is an affiliate of Global View Capital Management. Advisory services offered through Global View Capital Management (GVCM). GVCM is an SEC registered Investment Advisory firm. Timothy Schwister and Nicholas Abt are Investment Advisor Representatives (“Advisors”) with GVCM. Global View Capital Advisors (GVCA) is an affiliate of Global View Capital Insurance Services (GVCI). GVCI services offered through Experior Financial Group, ASH Brokerage, and/or PKS Financial. Both GVCA and GVCI are headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262-650-1030. Timothy Schwister is an Insurance Agent of GVCI.
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