Global Vision Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Global Vision Financial Services works with individuals, pension and profit‑sharing plans, trusts, estates, and business entities. The firm offers discretionary and non‑discretionary investment management and financial planning, and separately provides accounting, tax preparation and bookkeeping services as well as business consulting and succession planning.
The firm’s investment approach is grounded in modern portfolio theory, constructing diversified portfolios from low‑cost, liquid ETFs across multiple asset classes and managing portfolios to a client‑specific Investment Policy Statement through periodic rebalancing. It applies tax‑aware techniques — including ETF‑focused tax‑loss harvesting and attention to ETF tracking error and securities‑lending policies — and provides quarterly reporting and at least annual client reviews.
What distinguishes the firm is its combination of licensed accounting and tax services with investment advisory work, allowing it to serve business owners and plan sponsors in an integrated way — a model that is uncommon among independent solo advisers. The firm also advises pension and profit‑sharing plans and participates on external investment committees (receiving stipends), which further differentiates its service mix from many peers.
Client services
Expertise
Occupation focus
Fee options
Financial plans charged at a flat hourly rate; minimum half payable upon signing
Under $500,000 - $499,999: 0.75% $500,000 - $999,999: 0.50% $1,000,000+: 0.25%
Financial plan services $150/hour; Accounting services $25/hour for bookkeeping, $150/hour for accounting
Account minimum: $250,000 Minimum fee: Minimum annual fee of $1,250 (or 50 basis points) applies for accounts under $250,000 Fee-only: Fees charged based on assets under management or financial planning fees; no commissions or performance fees
Main office
110 State Road, Suite #5
Sagamore Beach MA 02562
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Global Vision Financial Services · Global Vision Financial Services LLC · John W. Tympanick · Jwt Financial Services LLC Dba Jwt Investment And Tax Consultant · Jwt Investment & Tax Consultant · Jwt Investment & Tax Consultants · Kikme LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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