Philip Schweik

Philip Schweik Marketing Advisor with Global View Capital Management (GVCM).

06/25/2026

New item just in! Custom Elk River Rods & Outfitters cutting boards by Reck-n-Rack - to fillet your next fish fry!

They measure 16 inches wide by 11 inches tall. Big enough to clean most eater size fish, small enough for easy handling and storage!

Catching fish like this can be intimidating to some, but with the proper guidance and a good guide, you can achieve your...
06/25/2026

Catching fish like this can be intimidating to some, but with the proper guidance and a good guide, you can achieve your goals. Managing your finances independently can be a daunting task — and the risk of making costly errors increases when you're uncertain about who to trust. Whether you're preparing for retirement, planning your legacy, or simply striving to make more informed financial decisions, obtaining expert guidance can be a game-changer. If you'd like to receive additional information or learn more about our services, please don't hesitate to contact me, and I can arrange for one of our trusted financial advisors to provide a complimentary consultation.

A lot of people travel to exotic destinations for great fishing, and you can't find trophies like this just anywhere. Y...
06/25/2026

A lot of people travel to exotic destinations for great fishing, and you can't find trophies like this just anywhere. You may have to travel considerable distances, and you will more than likely need to find places to stay.
With travel costs rising, many families are looking for ways to enjoy summer without breaking their budget. That's why staycations are becoming extremely popular, offering the chance to explore local attractions, restaurants, and entertainment right in your own backyard.
No matter where you live, have you considered a staycation this summer? If you are rethinking your budget and want to make sure it includes staycations, vacations, or any other financial goals you have in mind, our team is here to help you review and plan.
For more information, please feel free to reach out to me and I can set you up with one of our excellent team members. Thank you!

Successfully landing a catch, much like securing a prosperous financial future, requires diligence, understanding, and a...
06/23/2026

Successfully landing a catch, much like securing a prosperous financial future, requires diligence, understanding, and a strategic approach. Knowing your objectives, timelines, and goals is essential to devising an effective plan. To navigate the complexities of financial planning, it is prudent to seek guidance from a seasoned financial advisor who can provide personalized advice tailored to your needs. Our team specializes in delivering expert financial guidance, and if you would like to learn more about our services and expertise, please do not hesitate to contact me to arrange a consultation with one of our esteemed advisors.

Fun things to do in retirement. How about fishing?We’re already halfway through the year… and now halfway through June. ...
06/21/2026

Fun things to do in retirement. How about fishing?
We’re already halfway through the year… and now halfway through June. Time flies when you’re living out your retirement dreams.

Not retired yet? This is your sign to check in. Are you still on track with your goals? Are your plans aligned with where you want to be?
If you need a second look or a mid-year review, we’re here to help. Contact us!

Big fish like this don't just happen. They come from being in the right place at the right time and by having the right ...
06/17/2026

Big fish like this don't just happen. They come from being in the right place at the right time and by having the right presentation and the right lure.
Much like planning for your retirement. It doesn't just happen you need to have a proper plan in place and by take advantage of opportunities when presented.
A new executive order aims to expand access to retirement savings for Americans who currently don’t have access to employer-sponsored plans.
The proposal would create a federal platform to help workers compare and enroll in IRAs, along with a potential government “Saver’s Match” for eligible income earners.
The real impact will depend on enrollment participation and contributions. But building retirement savings still involves strategy.
Feel free to contact our team to speak with one of our trained advisors about putting together a personalized retirement plan or to set up a confidential review of your existing plan.

If you build it, they will come. This is evident in one of our bait stations in the National Forest, where preparation i...
06/13/2026

If you build it, they will come. This is evident in one of our bait stations in the National Forest, where preparation is key as we gear up for the upcoming bear season. Being adequately prepared is crucial to achieving success, a principle that applies equally to planning for your future. A well-structured estate plan, crafted with the guidance of a seasoned advisor, ensures that your life's work is safeguarded. We have a team of experienced advisors at your disposal, ready to assist you through the process. Please do not hesitate to contact me to arrange a confidential meeting with one of our advisors.

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207 Grand Avenue
Wausau, WI
54403

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