The problem in the financial industry is that so many things are so needlessly complicated. That’s why we focus on simplifying your life and your plan with a process that caters to your needs. Those needs dictate how we approach the planning process, because it’s not about bending your plan to what’s available to you. It’s about creating your own strategy then using the tools available to us to achieve your goals. To us, that’s what it means to put clients first and act on our fiduciary obligation, and we’re here to help ensure that you’re empowered and informed enough to make decisions that place you on a path toward your goals. As lifelong residents of Markesan, we want to build lifelong partnerships, and it starts with offering a helping hand and a promise to always put you first.
We Believe a Community Belongs to Its People
The Markesan Manner: Our Values
Our greatest desire is to see our home state of Wisconsin thrive, and in our Markesan office, we have an emotional attachment to those in this community through our lifelong partnerships. We also know that we won’t just see you in our office. We’ll see you at the grocery store, local sporting events and at our favorite restaurants. When that happens, we want to be able to walk up and have a friendly conversation, not as professionals but as friends who work with each other to achieve a singular goal. We’re dedicated to giving you open and honest answers that help you understand your circumstances and what it will take to reach your destination. Then, we want to give you a plan of action that protects you and your family for the long haul. These are our values, and we stay true to them throughout the entirety of our relationship and beyond.
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 identify goals, 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.
Award Winning Service
Our firm has been recognized by our peers as one of the top firms in our field, and we believe it’s because of more than just our results; it’s about our care for those in the local communities we serve. We’re members of those communities ourselves, and we understand the struggles you face as well as the lifestyle goals you pursue. Our mission is to bring those to life, no matter the cost or how much effort it takes. We’re your partners throughout both your personal and your professional life, and we’re proud to support our neighbors in all of their pursuits.
Your Path to Financial Freedom
The biggest problem we find with new clients is that they don’t know where to begin. That’s why our process outlines a clear path with a starting point that simply makes sense when looking to achieve a goal. Whether you’re just getting started in your career, you’re ramping up toward retirement or you’re looking to find more avenues to develop your approach to your finances, our process can give you direction that accounts for every aspect of your life. Learn more about the six steps on Your Path to Financial Freedom below!
Derek Kohn takes great pride in not just his fiduciary duty and creating custom investment strategies but also his ability to guide you on Your Path to Financial Freedom. Simple yet flexible, he believes that the process is all-encompassing and helps his clients reach their goals, the part of his job that feels the most rewarding. Meet Derek below and learn he leverages his process to keep your portfolio in check and position you for future success!
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Address:
933 North Mayfair Rd., Suite 301
Wauwatosa, WI 53226
– DIRECTIONS –
Contact Information:
Phone:(920) 291-6027
Fax: (414) 433-1831
dkohn@gvcaponline.com
Global View Capital Management (GVCM) is an affiliate of Global View Capital Advisors (GVCA). GVCM is a SEC Registered Investment Advisory firm, headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188. 262-650-1030. Derek Kohn is an Investment Adviser Representative (“Adviser”) with GVCM. Additional information can be found at www.adviserinfo.sec.gov.
Global View Capital Insurance Services (GVCI) is an affiliate of Global View Capital Advisors (GVCA). GVCI services offered through Experior Financial Group, ASH Brokerage, and/or PKS Financial. GVCI is headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262-650-1030 Derek Kohn is an Insurance Agent of GVCI.
