Who We Are
Who We Are
We began our work as financial advisors together in 1993. Over the next 14 years it became clear that we shared a passion for our work and held similar values and priorities. We created Global Vision Advisors together in 2007 based on three principles that we hold in common. The first is that each person has the ability to be self-determined and that the process of clarifying one’s goals and creating clear plans for the achievement of those goals is central to that ability. The second principle was what personal development guru Tony Robbins refers to as CANI – Constant And Never ending Improvement. There is always more to learn and life should be a process of learning and never ending growth. In our roles as Wealth Advisors, there are unlimited opportunities to learn about economics, financial solutions, processes to run businesses more effectively, human capital and more. We feel that the role of the Wealth Advisor is one of the most rewarding roles we could imagine being in. The third principle could best be described as balance. We both deeply believe that one’s wealth includes one’s time, their health, their relationships as well as their finances. Making decisions to improve one’s bottom line at the expense of other areas is not true wealth. This is not to say that life is always in balance or that sacrifices are not part of achieving big goals. Rather it is recognizing that the goal of life is not to be the richest man in the graveyard.
Global refers to the comprehensive nature of our unique planning process and our global macroeconomic view of finance. Vision refers to the hopes and dreams that each person brings to us to help them clarify and fulfill. Advisor is the role we play in our client’s lives to be the trusted voice that leads to clear and confident decision making. Global Vision Advisors helps clients get to the place where wealth meets wellbeing. By attending to our clients in this way, we believe that we create a natural tendency to be more intentional and ultimately to achieve what it is they desire. It is through this process that we seek to provide access to a fulfilling relationship with wealth.
Our mission is to make a difference in each of our client’s lives through trust, care and service that exceeds their expectations.
- Wealth: from the old English word ‘weal’, which means ‘well-being’ or ‘welfare’. The term was originally an adjective to describe the possession of such qualities. – Wikepedia “The word wealthy has its roots in well-being and is meant to connote not only large amounts of money but also a rich and satisfying life.” – Lynne Twist “The Soul of Money”
- Well-being: the state of being happy, healthy, or prosperous. – Merriam-Webster Dictionary
At Global Vision Advisors we subscribe to the notion that wealth includes one’s time, health, relationships and money.
Integrity – We honor our relationships by our commitment to do what we say we will do when we say we will do it. Partnership – Our dedication to partnership is exemplified in the way we work with our clients. We draw on the resources of the firm, the client, other advisors and important relationships to come up with multiple solutions. Responsibility – From our sense of responsibility, we recognize the interconnectedness of caring for ourselves, our clients, our employees and for our environment. Gratitude – By practicing gratitude, we gain access to enjoying the journey on the way to the destination. Abundance – We believe that the ability to create wealth and wellbeing is available to all.
Matt Havens – Partner, Wealth Advisor, CFP
With over 20 years of experience in investing and financial advising, Matt has developed a strong foundation for providing comprehensive wealth advisory services to a broad range of clients. Under Matt’s leadership, Global Vision Advisors serves as a thought leader in helping investors think critically about the world we live in and solutions that can help clients achieve their goals. Over his career Matt has cultivated a deep pool of independent resources to help the clients of Global Vision Advisors look beyond the biased views of the major investment firms for insights and solutions. In working with clients to achieve their goals, and striving to achieve his own, Matt has built upon his passion for understanding the most effective tools and approaches for helping people accumulate and protect wealth. This focus helps Matt emphasize the value of thinking broadly about paths to wealth accumulation including building businesses, investing in real estate, creating other sources of income as well as using traditional investment approaches. It has also led him to appreciate the value of goal setting and personal development. Matt previously spent eight years as an advisor with A.G. Edwards & Sons in Wellesley and Hingham, MA, where he managed over $50 million in assets for clients. Matt was also an advisor with American Express Financial Advisors in Boston for five years. Matt is a Certified Financial Planner and a member of the Financial Planning Association. He holds a degree in Political Science from Whitman College in Walla Walla, WA. In keeping with GVA’s “Where Wealth Meets Wellbeing” philosophy, Matt believes we achieve the most in life by always striving to learn more, being a contribution to society and our communities, and practicing gratitude. In his own community he is a member of the Chamber of Commerce, serves as a Trustee of South Shore Hospital’s Foundation Board and coaches youth lacrosse. Matt is an avid golfer, skier and surfer and enjoys playing guitar with friends and spending time with family. Matt resides in Hingham, MA, with his wife Stacy and his two sons Spencer and Zachary. Email Matt
Tom Holland – Partner, Wealth Advisor, CFP
Tom brings more than 20 years of experience as a trusted advisor and coach for successful individuals and families, with a guiding philosophy that “one’s values are more important than the value of what one owns.” Tom delivers education, communication and services that help people create clear decisions and take meaningful action. A proven thought leader in the financial planning space, he has helped evolve a wealth planning process, called The Wealth Optimization System™. This system is widely used by financial advisors throughout North America. At Global Vision Advisors, Tom applies this background to GVA’s discovery process to help clients maintain their clarity, stay informed and move forward with confidence.
Tom began his career in 1992 with American Express Financial Advisors. In 1997 he went on to become a wealth advisor at a private practice and served as a trainer for other financial professionals at the Legacy Companies, in Norwell, Massachusetts. In 2012 he co-authored The Future of You. Providing Clarity Where Life Intersects Wealth.
Tom has a bachelor’s degree in Finance from Bentley University, is a Certified Financial Planner® and holds a Kolbe Certification™. He is a member of the Legacy Wealth Coach Network, the Financial Planning Association, and sits on the South Shore YMCA Mill Pond Board. Tom routinely works with likeminded professionals within these organizations and the advisor community to continue bringing new ideas and timely solutions to GVA’s clients.
Tom resides in Norwell, Mass., with his wife Diane, sons Christopher and Brett, daughter Kendra and yellow lab Amber. He and his wife share a passion around health and fitness. Tom has competed in multiple Ironman triathlons and marathons and enjoys the balance of demands needed in endurance sport competitions.
Susan Dawes – Discovery and Operations Manager
Susan plays an important role in setting the tone for the organization and keeping the office running smoothly. Her excellent organizational skills help her to manage the client discovery process, all new financial planning, investment and insurance accounts, compliance and trading issues, document management, travel reservations as well as opening new accounts and account maintenance.
Susan has been working with GVA and/or Tom for over five years and has a Masters in Education from Cambridge College. She balances her work with caring for her family, husband Jeff, daughter Hayden, and son Kristian.
Stacy Havens – Marketing and Relationship Manager
Stacy is responsible for delivering extraordinary client service. She coordinates concierge services to clients and friends of GVA. She handles the marketing campaigns, client service schedules, event planning, graphic design, employee benefits and HR as well as managing our wealth management system and website.
Stacy earned her bachelor’s degree in Marketing from The Ohio State University and spent 10 years servicing clients while at Cone Communications, a PR firm in Boston, prior to taking time to focus on raising her two boys and volunteer in the community. Stacy enjoys playing tennis and being of service to others.
GVA goes beyond the headlines to find true thought leadership.
Sign up here to receive updates from GVA on the economy and markets.
Making Good Decisions
101 Longwater Circle
Norwell, MA 02061
Financial planning services offered through Global Vision Advisors, LLC., A Registered Investment Advisor. Advisory products and services offered through Cambridge Investment Research Advisors, LLC, A Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc., A Broker Dealer, Member FINRA/SIPC. Cambridge and Global Vision Advisors LLC are not affiliated.
Investments products and services available only to residents of : Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Hawaii (HI), Idaho (ID), Indiana (IN), Massachusetts (MA), Maryland (MD), Maine (ME), Michigan (MI), North Carolina (NC), New Jersey (NJ), New York (NY), Ohio (OH), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), Texas (TX), Virginia (VA), Vermont (VT), Washington (WA), Washington DC.
Fee-based advisory services are available only to residents of : Massachusetts (MA).
We are licensed to sell insurance products in the following states of: Arizona (AZ), California (CA), Connecticut (CT), Florida (FL), Idaho (ID), Massachusetts (MA), New Jersey (NJ), New York (NY), North Carolina (NC), Ohio (OH), Oregon (OR), Rhode Island (RI), Virgina (VA), Washington (WA) and Washington DC.