Helping Families Design, Grow, and Protect their Financial Futures
What We Do
At Global View Capital Advisors in North Carolina, our goal is to design, grow and protect your financial future. Our office is small enough to provide customized, individual financial advice, but large enough to access products, programs, and services usually reserved for the fortunate few. We are committed to independent, objective and conflict-free advice so that we may earn the role of trusted advisor, and we invite you to meet with us for a no-obligation, complimentary review of your financial situation.
Asset Management
Tap into innovative asset and investment management, where you’ll have access to hundreds of strategies and a wide variety of products that can provide you an edge in the market. The best part is, there’s downside protection for everyone.
Wealth Management
Comprehensive wealth management includes invested assets as well as other strategies as part of your well-rounded financial plan. We work with individuals, couples and families to manage their wealth through the generations, starting with your unique goals and objectives.
Retirement Planning
Starting your retirement plan early can give you the best chance to retire and stay retired living your desired lifestyle. We help with Social Security planning, Medicare choices, tax-efficient distribution planning and much more, and we stay by your side for life.
Estate Planning
If you have a family and/or assets, you need an estate plan. We work with estate attorneys to help you pass on a tax-advantaged legacy to your heirs and/or charities, documenting your desires for a stress-free transfer of wealth which can bypass probate.
Tax-Efficient Distribution
If you have a large amount of assets saved in taxable accounts like traditional 401(k)s or IRAs, you may have less money for retirement than you thought. By working in advance, we can help you develop an optimized retirement income plan with the goal of achieving tax efficiencies.
Long-Term Care Planning
People can be surprised to find out that Medicare doesn’t cover long-term care, and they need another option to pay for potential assistance they may need with daily living activities as they get older. There are many strategies to provide funds, and we can help you compare them.
Our Services
Design • Grow • Protect
We offer a large range of services that can be scaled up or down to meet the needs of individuals, couples and families.
Get Your Score Today!
The Social Security Risk Score®
You can’t have a complete retirement income plan without Social Security. In fact, $400,000 is the average amount a retiree will receive from Social Security during retirement. Now imagine that amount gets slashed by 23%! Would that derail your retirement goals? We believe all of our clients should, as part of their retirement plan, know their Social Security Risk Score. Don’t let your retirement plan be subject to political football. Let’s find out how at-risk you may be for cuts to your Social Security!
GVCA in North Carolina:
Meet the Team
Design • Grow • Protect
At Global View Capital Advisors in North Carolina, we base our customized plans on your unique ambitions, objectives and life dreams. We like to work with individuals, couples, and families early when planning for retirement and we pledge to stay by your side throughout your lifetime and beyond through the generations. Although we provide boutique, hands-on service, we have access to financial strategies usually reserved for the nation’s most elite investors; we can scale up or down to meet your needs. Our advisors are guided by the fiduciary principle—placing you and your best interests first and foremost at all times.
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Resource Library
Design • Grow • Protect
Sometimes it seems that only those with a financial education understand one of the most important resources we have: our money. Global View Capital Advisors in North Carolina is here to answer questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth. Browse through the educational resources on our website to learn more. We invite you to read, watch, download, and learn about the basics of finance and retirement. And remember, we are here to help you develop and implement your own personalized financial and retirement plan. Please feel free to reach out if you have any questions, we would love to speak with you.
Contact Us
Design • Grow • Protect
At Global View Capital Advisors in North Carolina, we take the time listen, share ideas, and see if we’re a good fit to work closely together to design, grow, and protect your wealth through the generations. Call us at (336) 745-8060, email us at letsconnect@gvcaponline.com, or send us a message here.
I would like to have a no-obligation, complimentary conversation about my finances and my retirement!
Call: (336) 745-8060
Fax: (336) 283-3279
Global View Capital Advisors
North Carolina
Design • Grow • Protect
301 North Main St., 24th Floor – Suite 2443
Winston Salem, NC 27101-3885
