At Global View Capital in Mid-Wisconsin, we keep things simple. We believe that being a good financial advisor means acting in your best interest and building a relationship that will last generations. We want to be there with you as you traverse the trail of life, making financial decisions that can affect both your short- and long-term future. We’re here to help ensure that those decisions are informed and point you toward your dreams and goals. Each plan we build is designed based on a thorough review of your circumstances, then we go to work, using the wide range of tools we have at our disposal to help you protect what’s important to you and grow into the life you both desire and deserve.
Global View Mid-Wisconsin
We Listen. We Advise. We Care.
Our Mission
Our mission is straightforward. We want to guide you to your goals, no matter what they might be. Our firm’s principles are clearly laid out and show you how we can help you do just that. Furthermore, as Wausau-based advisors with a fiduciary duty to our community and our people, we act in your best interests to make recommendations and find solutions that match your highest aspirations with the direction and the decision-making power that you need to achieve them.
Design
- Prior to acting, we listen to you to identify your dreams and goals.
- We gather, organize and analyze your current financial information so that we understand your complete picture before assisting you.
- We make recommendations based upon your unique needs and your objectives, always placing you first.
Grow
- Before making any recommendations, we illustrate your current situation, and we agree upon clear objectives and risk expectations in accordance with your tolerance.
- Once we monitor your investments and track the progress toward your goals.
- We continually meet with you and revisit your plan to refine and revise as your situation and goals change.
Protect
- We offer investment strategies with downside protection for unpredictable market conditions and those who are not interested in participating.
- We help you protect your family from life’s unexpected challenges and obstacles while instilling confidence in a plan.
- We assist you with the creation of a legacy plan for future generations.
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.
We are proud to have been named the top financial asset management services company in 2022-2024 by Financial Services Review.
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The Pay-It-Forward Process
At Global View Capital Advisors Mid-Wisconsin in Wausau, we believe in paying it forward. Whether that be through our help in the community, our creation of custom financial plans geared toward helping you achieve your goals, or our direction-based financial advisory services that can help you give your money purpose, our process reflects that philosophy. As all great relationships do, it starts with an honest conversation during which we let you know that we’re here to advocate for you, and with a thorough understanding your circumstances, we can use our tools to customize a plan that gives you confidence that you can reach your ideal future. This is the Pay-It-Forward Process.
1.
Discovery
2.
Planning
3.
Implementation
1. Discovery
Discovery is the first step in our planning process, giving us the opportunity and the ability to comprehend your unique circumstances and where you see yourself in the future. Though we know that money can be a vulnerable topic, we encourage you to enter this meeting with an open mind, as our commitment is to you and to you alone. We are here to help you, our neighbors and friends in Wausau and the surrounding areas, to protect your family and experience growth that positions you to feel confident for the rest of your life.
2. Planning
Once we have a firm grasp of your idea of your desired future, your goals and your circumstances, we can begin working on a plan of action. As independent financial advisors, we are beholden to you and you alone. We can stand on your side of the table to advocate on your behalf and place you in what we believe is the most advantageous position when it comes to achieving your goals. We also strive for an innovative approach, and we are committed to leaving no stone unturned when helping you discover your ideal future.
3. Implementation
Once we have thoroughly researched a strategy that is designed with your best interests in mind, we work with you to implement it into your Short-Mid and Long-term financial plan. From the day-to-day management of your finances to your investments to protective factors for your portfolio, our holistic services are utilized to construct your plan piece-by-piece, giving you a truly custom experience when you work with Global View Mid-Wisconsin. We then actively work with you to adjust and revise your plan as your needs and circumstances naturally change.
A Global Approach
Global View Capital Advisors Mid-Wisconsin is a branch of Global View Capital Advisors, a holistic financial planning services firm that focuses on helping clients achieve their goals. With nationwide backing and headquarters right here in our home state of Wisconsin, our affiliation gives us access to a network of advisors and creates a single brain trust working to help you protect your future and grow your assets. With dozens of representatives and associates we can collaborate with to help you find a solution to your unique problem, we feel confident that we can create a strategy that empowers you with the confidence you need to reach your objective. Learn more about Global View Capital Advisors below.
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
