+1 262-650-1030   N14 W23833 Stone Ridge Dr. #350 Waukesha, WI 53188

We Put Your Interests First

We are a Comprehensive Financial Services Firm leveraging Award-Winning Fintech to serve our Financial Advisors and their Clients.


It's all about you

The most important part of designing a better long-term financial plan is developing a better understanding of you. By actively listening to your evolving values, goals and challenges, we ensure your personal economy and financial priorities align.


A plan for growth

You'll better understand money, your values and the key ingredients to building wealth: money, time, asset allocation, rate of return and how to outpace taxes and inflation.


Protect the Plan

You'll have investment strategies with downside protection for unpredictable markets, help in choosing the right protection for your family from life’s unexpected challenges and assistance in with creating a legacy for future generations.

We created this firm to build a better future.

Founded by a group of passionate independent investment professionals committed to objectivity and a fiduciary standard of care, Global View Capital Advisors believes in making a difference in the lives of others through financial education. 

We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve our communities. Our core values of teamwork, independence, professionalism, and transparency are the bedrock foundation that allow us to provide you a wealth management plan that supports your lifelong goals and dreams. 

We're a Family of Fiduciary Financial Advisors

Not all advisors are required to put your interests first. Ours are.

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 theirs.


You can feel confident our advisors will always act in the best interest of you.

Innovative Investment Management

Life is too short to worry about market setbacks. We plan accordingly.

By having a customized portfolio, we can provide you with strategies to protect you from severe market declines in unpredictable markets. We actively listen to your challenges, goals and dreams. We know YOU and thus we know what motivates you. Our deep knowledge of you provides a path with clear objectives and risk expectations.

We help you protect your family from life’s unexpected challenges.

Comprehensive Financial Planning for Clarity

Our advisors serve their clients holistically.

We are a FinTech company building a platform for today’s investor demands. We integrate leading technology offerings into one single ecosystem that you and your dedicated advisor can access from any device, 24-7. Meaning, your financial plan can be changed, compared and viewed together in real time. 

Your portfolio and plan can be reassessed and instantly updated in a paperless environment, allowing you time to focus on what’s most important to you.

Let's build a better future together.

The above-mentioned recognition/award was given on 10/27/2022 based on the time period of 01/01/2022 to 09/30/2022. It was provided by Financial Services Review. Global View Capital Management has reasonable belief that the survey used to determine the award was fair and balanced. The “Top Financial Asset Management Services Company” is/are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results.

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