About Us
ABOUT US
Glassman Wealth Services is your access to unparalleled investment and wealth management services.
Driven by one overarching principle – to serve you as if you are our only client – we meet this challenge every day with the highest levels of care and attention to your needs.
Over the years we have found that affluent families, not just those with enormous fortunes need well-coordinated financial services. From investment decisions and retirement planning to sophisticated tax and estate planning strategies, we provide the services needed to effectively manage your wealth both in-house and through a network of trusted financial professionals.
We deliberately limit the number of client families we serve in order to remain available and responsive whenever you have questions or need our advice. By serving a limited, select clientele, we are able to customize our financial services and simplify the complexities of managing your wealth.
MEET OUR TEAM
BARRY GLASSMAN, CFP®
FOUNDER AND PRESIDENT
JESSICA NESS, CFP®
CLIENT ADVISOR & DIRECTOR OF FINANCIAL PLANNING
GABE MULLER
DIRECTOR OF CLIENT SERVICE AND OPERATIONS
LISA POFF, CMFC, CRPS
DIRECTOR OF COMMUNICATIONS
TRAVIS RUSSELL, CFP®
ASSISTANT DIRECTOR OF FINANCIAL PLANNING
COURTNEY POWERS
