We serve many clients, but everyday we challenge ourselves to strive to imagine, and act, as if we only had one. We call it the Just One ClientTM mindset, and it guides everything we do here.
Because our relationship with our clients is more than the typical advisor relationship.
It’s more than asset allocation.
It’s about understanding the risk you can handle financially and emotionally to achieve your goals.
It’s more than pie charts.
It’s about helping you understand the numbers that matter to you.
It’s more than economic commentary.
It’s about understanding where we’re headed. And why.
It's more than picking stocks.
It's about guiding your family through difficult decisions and conversations.
It's more than being your financial quarterback.
It's about you finally having an advisor to lead your holistic financial picture.
It's more than a 'client relationship.'
It's about being the partner you knew you needed but didn't know existed.
In an industry that’s trying to serve more people with less time, we’re doing the opposite.
The more time we can spend with each family’s finances, the better decisions we can make.
That’s why we maintain one of the lowest client-to-advisor ratios in the industry.
The way you grew your wealth was unique to you. Your strategy should be as well. Over time, you should get more attention from your advisors, not less.
From tax strategies to estate planning to investing... imagine having an entire team focusing on your complete
financial future.
Your Advisor's Culture Drives Your Client Experience
... and possibly your success. See how Glassman Wealth's special culture makes us different.
Beyond culture awards, how about industry recognition?
We've got plenty!
Glassman Wealth focuses on
five key areas of your financial life
01
Investment Management
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 fiduciaries, our recommendations are based on experience and merit, not hidden compensation.
02
Holistic Financial Planning
Your financial well-being goes far beyond investments. By taking a holistic approach, you’ll benefit...finally...from complete coordination among your tax, insurance, and estate planning advisors. Imagine the power of having your whole team at the same table.
03
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.
04
Tax and Estate Planning
Fewer clients per advisor allows us the time to be proactive and lead the conversation with your other advisors to brainstorm, strategize, and implement. We’re not only by your side as you meet with and think through tax and estate strategies, we’re often leading the process.
05
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.
Your complete financial picture includes other advisors.
Why are you paying advisors who aren’t talking to each other?
Your advisors are individually smart and caring. But you’re still missing the most significant part...which is them working as a team.
At Glassman, we bring that level of leadership to you...because like we said way up at the top of this page, with a Just One ClientTM mindset, we have the time for each and every family.
LEARNING
G-Wisdom
G-Wisdom is our center for insights to help our clients better understand what’s going on in the world and how it applies to them.
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 detailed, specific guides help clarify some of the most difficult and confusing decisions our clients need to make.
Recent Insights
Our ongoing series to educate and empower clients - and even non-clients.