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.
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 (GVCA) and Global View Capital Management (GVCM) are affiliated companies. GVCM is a SEC Registered Investment Advisor located at N14 W23833 Stone Ridge Drive, Waukesha, WI, 53188-1126. 262.650.1030. Registration as an Investment Advisor does not imply a certain level of skill or training. Both Tim Schwister and Nick Abt are Investment Adviser Representatives with GVCM.
Global View Capital Insurance Services (GVCIS) and Global View Capital Advisors (GVCA) are affiliated companies. GVCIS offers insurance products and services through Experior Financial Services, Ash Brokerage, The Quantum Group, U.S.A., and PKS Financial Services. Tim Schwister is a licensed insurance agent with GVCIS.
The content on this site is developed from sources believed to be providing accurate information. It has been designed for informational purposes only and neither constitutes an offer to buy or sell nor a solicitation of an offer to buy or sell any security which may be referenced on this website. GVCM does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable to any investor. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investing involves risk and possible loss of principal capital. Past performance is no guarantee of future returns. No advice may be given by Global View Capital Management or Global View Capital Advisors unless an investment advisory agreement is in place.
Additional information can be found at: www.adviserinfo.sec.gov.
