Global View has been earning our clients' trust since 2004. Our team of experienced financial advisors is proud of the legacy that we’ve built. We founded Global View on the guiding principles of transparent work, personalized service, and an unbiased focus on our clients’ needs.
We've been fortunate through the years that we have been able to grow to our current state almost completely through client referrals and word of mouth. Through the recent financial volatility, we’ve remained steady and busy, constantly learning and improving our process so that we can better service clients. We recognize that many investors, particularly those at large national firms, have become frustrated with standard advice and the inability to receive unbiased personalized service from their financial advisors.
Since our founding we have helped our clients navigate volatile markets, constantly learning along the way, dedicating resources to getting the best possible research, and implementing strategies to reduce risk during volatile times. We have leveraged the experience we gained working in the world’s financial centers (New York, London, Frankfurt, Moscow) to put together solutions we believe will help our clients navigate these volatile times and believe the quality of our work will take a backseat to no one.
We believe it is time to come out from under the radar. We want to spread the word: Global View is the welcome solution to big, bureaucratic, confusing wealth management. Our core, independent fiduciary infrastructure dictates that we’re seriously committed to our clients' needs, first and only and our business choices reflect that commitment every day.
We’re your neighbors, and we want to show you how we can help you securely plan for your future.
So give us a call or contact us for a free, no-pressure consultation. We’re ready to get to know you.
Sincerely,
The Global View Team
Joey Hines, Ken Moore, Adam Wiles