Our Recent Insights
By Colin Gerrety, CFP®, CIMA®
Understanding the OBBBA: What High Net Worth Families Should Know
By Glassman Wealth Services
Welcome the Newest Members of the Glassman Wealth Services Team
By Colin Gerrety, CFP®, CIMA®
Celebrating 15 Years of Glassman Wealth: A Night of Unforgettable Food and Conversation with José Andrés
Don’t settle for asset management firms that care only about percentages and pie charts. Go way beyond wealth management with Glassman Wealth.
Our Company Culture Drives Your Experience
And possibly your success. See how our Full Fiduciary culture enriches lives by bringing together innovative ideas and beneficial connections.
Glassman Wealth is a boutique wealth and asset management firm that manages key areas of your financial life.
Investment Management
With over $2B in Assets Under Management (AUM) as of 9/30/24, our clients benefit from access to the full range of investment options, from low-cost index funds to complex private equity. And because we’re a boutique wealth and asset management fiduciary, our recommendations are based on experience and merit, not hidden compensation.
Fiduciary Investment Advisors
Holistic Financial Planning
Your financial well-being goes far beyond investments. By taking a holistic approach, you’ll benefit from complete coordination among your tax, estate planning, and insurance advisors. Imagine the power of having your whole team at the same table. How refreshing!
Financial Planning
Retirement Planning
It’s not a calculator. It’s a conversation. Nobody can predict the future. But let’s model your potential futures. What happens when you add the beach house? Let’s start with your baseline projection-and dream from there.
Retirement Financial Planning
Tax and Estate Planning
Having fewer clients per financial advisor gives us the time to be proactive and lead conversations with your other advisors to brainstorm, strategize, and implement tax, estate, and insurance strategies.
Tax, Estate, and Insurance Strategies
Lifestyle
Our clients lean on us when life happens. Whether it’s health coverage before Medicare kicks in, keeping you from getting hacked, or helping you with VIP travel, it’s all part of our curious and caring nature.
Lifestyle Planning
Learning
G-Wisdom
G-Wisdom is our center for insights that help our clients better understand what’s going on in the world and how it applies to their financial well-being.
Events
We’ve built relationships with some of the world’s top thought leaders across finance, politics, and innovation, and our event series brings their expertise to you.
Guides
Our in-depth guides for wealth and asset management help clarify some of the most difficult and confusing financial decisions our clients need to make.
Insights
Our ongoing series to educate and empower clients and non-clients about wealth building and security.
More than a Boutique Wealth and Asset Management Firm
Watch how Glassman Wealth goes above and beyond to help every client achieve their financial goals and live their best lives.