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Glassman Wealth Named #1 ‘Best Places to Work’ by Washington Business Journal

Each year, the Washington Business Journal conducts a search to find the very best places to work in the Washington, D.C. metro area. Glassman Wealth Services is honored to be selected as their #1 choice of Best Places to Work in 2015 in the small company category. Chosen from among hundreds of applicants and the […]

4 Reasons You Should Consider a Revocable Trust


A revocable trust is considered a more effective estate planning tool than just a Last Will and Testament for several reasons. Here’s why you should consider putting one in place.

The Best Way to Minimize Taxes With Asset Location

Real estate is all about the location

Did you mean to say asset allocation? That’s usually the response we get from clients when we bring up asset location within their portfolio. Both asset allocation and asset location are important considerations when building an investment portfolio to meet a client’s specific goals. The best way to think about this is that asset allocation […]