As financial advisors and partners for the entire area of Wausau and Marathon County, Wisconsin, our goal is to be a safe place to go for advice for the members of our community. We understand how difficult it can be to save, invest and look toward the future, and we’re here to remove some of that responsibility from your plate, all while providing a second opinion to confirm that you’re moving toward your objectives. Best of all, we’re longtime members of the Wausau and Marathon County communities, and we know the challenges our neighbors and friends face. We’re here to craft a custom, comprehensive strategy and to advocate on your behalf with your best interests in mind.
Wherever life’s roads take you, we’ll go with you.
1.
Discovery
2.
Planning
3.
Implementation
The Pay-It-Forward Process
The Pay-It-Forward Process was built to help you establish a plan that instills confidence and empowers you financially. It all begins with a discovery session, during which we get to know and understand your goals. Given that our fiduciary duty mandates that we work in your best interests, each plan we assemble is customized to help you reach your objectives. We then assess the different tools we have at our disposal to help you reach those goals before working side-by-side with you to help you implement your plan. Learn more about our process below!
Our Team: GVCA Mid-Wisconsin
The Global View Mid-Wisconsin team was assembled to look out for you, and we walk into the office each day with our clients at the top of our minds. We’re also proud to bring nearly 75 years of combined financial services experience to our clients, meaning that we’re well-versed and able to tackle any scenario we may encounter. In Wausau and Marathon County, we know community comes first, and our team is morally, ethically and emotionally prepared to help you chase your dreams.
How We Help Wausau
Global View Capital Advisors is a holistic financial planning and financial services firm that provides a variety of services that can help you achieve your goals. We account for each and every aspect of your financial life, and we utilize our independence and our experience to tailor your plan to you. Additionally, your plan is built to last for your entire life and offers direction every step of the way. Our team of advisors is here to serve you, our neighbors in the Wausau and Marathon County area. See how we can help you below!
Blog, Videos & Whitepapers
Our mission dictates that we provide educational tools to enhance the financial literacy of our Wisconsin community, as we believe that a more informed, empowered world is a better one. One of our many ways that we seek to fulfill that mission is through our blog, and we cover the latest news, tips and tricks from the financial world. You can read all of our posts below!
More News, Downloadables & Information
Let’s Build Something Together!
We at Global View Capital Advisors Mid-Wisconsin in Wausau and Marathon County believe in the power of communication. We understand your goals, and we’re ready to help you bring your dreams to life. Contact us for a comprehensive review and schedule a complimentary and commitment-free appointment today.
Address:
215 Grand Avenue
Wausau, WI 54403
Phone: (715) 298-0313
Fax: (715) 298-0308
Email: mbehnke@gvcaponline.com
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Global View Capital Management, LTD (GVCM) is an affiliate of Global View Capital Advisors, LTD (GVCA). GVCM is a SEC Registered Investment Advisory firm headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262.650.1030. Gerri Meverden is an Investment Adviser Representative (“Adviser”) with GVCM. Additional information can be found at www.adviserinfo.sec.gov
Global View Capital Insurance, LTD (GVCI) is an affiliate of Global View Capital Advisors, LTD (GVCA). GVCI services offered through ASH Brokerage and PKS Financial. GVCI is headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262-650-1030. Gerri Meverden is an Insurance Agent of GVCI.
Securities offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA I SIPC and headquartered at 80 State Street, Albany, NY 12207. Tel: 518-436-3536. Gerri Meverden is a Registered Representative of PKS which is otherwise unaffiliated with Global View Capital Advisors. Additional information can be found at www.brokercheck.finra.org NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY
