Global View Investment Advisors is a Boutique, Fee-Only, Financial Planning & Wealth Management Firm, Serving Global Investments Clients from Downtown Greenville, South Carolina. We strive to avoid permanent loss of capital for our clients through a careful analysis of their needs using interactive planning and the best world class investments we can find. Our primary focus is on eliminating the risk of permanent loss of capital through a process we call Margin of Safety investing based on client needs. Together with the client, we collaboratively choose a mix of portfolios to meet this objective. Our (Retirement) Spending Portfolio seeks to beat the long-term performance of bonds while taking minimal interest rate risk and low volatility. Our Long-Term portfolios seek to outperform broad market indexes and deliver over 10% p.a. total return in a tax-efficient fashion; they are also generally much less volatile than indexes. Both portfolios are available for differing risk tolerance and tax situations.

Formerly Welch Benefit Group

Providing fee-only financial planning and wealth management to families in NC & SC.

Infinity Wealth Management specializes in comprehensive wealth management for family-oriented professionals and retirees. For 20 years we have been doing wealth management with an emphasis on tax-efficient distribution planning. This focus gives families more income now and for tomorrow. Infinity is a member of the Chamber of Commerce, the National Ethics Bureau, and the Better Business Bureau. With a team of skilled and certified public accountants, Infinity also provides tax preparation and strategy services to the community for individuals and small businesses. Throughout the year we work with you to offer planning strategies that consider your entire tax and investment picture. Additionally, our wealth management clients are taken through a seven-step tax reduction process called the Tax Management Journey℠. Infinity holds educational Lunch 'N Learns available to the community on various topics including Social Security, investments, tax mitigation, long-term care options, annuities, income planning, estate planning, and IRA distribution planning and maximization. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.

Welcome to our NorthEnd family – where our mission is to make a difference every day by enriching the lives of clients, so you can sleep well at night, knowing your wealth is well-cared for and your legacy is preserved. We built our firm in the vibrant city of Greenville, South Carolina; a place we are proud to call home. It’s where our founding partners started in the industry and, most importantly, where we cultivated relationships with our clients.. Our working-class roots have instilled in us the value of hard work and sacrifice. We understand what it takes to earn and grow your wealth, and to live a life you’re proud of. We have diverse backgrounds, which translates to a unique viewpoint for our clients. Our founding partners have weaved their prior experience as an engineer, attorney, marketer and teacher to deliver a one-of-a-kind experience. As an independent firm, we work side-by-side with our clients, providing a culture that is supportive, warm and deeply connected to our community. More than an advisor, we're an extension of your family, believing in your vision and creating a plan to make it your reality. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are  properly registered or licensed. No offers may be  made or accepted from any resident of any other state. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/