Broker Check

Perception vs. Reality What Can a Million Dollars Buy You? Should I Invest in Gold? WealthSimple Partnership

Investment Philosophy

Do you sometimes wish you had a personal assistant to remind you to save and to help you with your financial goals, or perhaps simply a second look and confirmation that you are moving in the right direction?
This is what we do at Global View Capital Advisors. We work for you and with you, crafting a comprehensive strategy that is yours.   We will help you modify as you reach current goals and set new ones. We make ourselves available to answer your questions and guide you in your financial decisions. Anyone can simply open an account for you; what differentiates us is that we serve people looking for something more—an advocate, a relationship.  Come to the office and chat with us; it will be a step that will change your future.

Our Mission

Design

WE...

  • Listen to identify your dreams and goals
  • Gather, organize and analyze your financial information
  • Make recommendations based upon your needs

Grow

WE...

  • Agree upon clear objectives and risk expectations
  • Monitor your investments and track the progress
  • Refine and revise along the way

Protect

WE...

  • Offer investment strategies with downside protection for unpredictable markets
  • Help protect your family from life's unexpected challenges
  • Assist you with creating a legacy for future generations

What is a fiduciary advisory?




Not all advisors are required to put your interests first.

Only financial advisors who are fiduciaries are required to act in the best interest of their clients. The fiduciary duty is the highest standard of care; it avoids conflicts of interests by acting with undivided loyalty and utmost good faith, even if doing so is contrary to yours.


Call us today to talk to a fiduciary advisor

Here's What to Expect

Get to Know You

During your free consultation with your personal financial advisor, we listen to you.

Know Your Goals

We gather, organize and analyze your financial information. We make recommendations based upon your needs, goals and dreams.

Make a Plan

We agree upon clear objectives and risk expectations. We offer investment strategies with downside protection for unpredictable markets.


Personal Relationship

As your dedicated financial advisor, we monitor your investments and track the progress. We help protect your family from life's unexpected challenges.

Helpful Content

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

 

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

View all videos arrow