Your financial success is about more than just bar graphs and pie charts. It's about you.
At Glassman Wealth Services, we strive to offer uncommon investment expertise that aligns with your needs and your unique vision for the future. It’s how we seek to ensure our client relationships are among the most enduring.
Personalized, service-driven wealth management unlike anything you've experienced before.
Some of our clients achieved moderate success managing their own money, but they recognize that expert guidance will bring new possibilities within reach. Others have come to the realization that their current advisor isn’t truly focused on their unique goals.
We work for you and your family alone.
We’re a fee-only firm that seeks to adhere to the highest fiduciary standards and provide our clients advice that is truly unbiased. We accept no commissions or other incentives that might cloud our judgment or sway our allegiance.
You should know what's in your portfolio and why.
We conduct extensive research to inform our financial strategies, but that’s not enough. You should know what’s in your portfolio and why. From our conversations with you to our reporting, we communicate in a way that is simple, streamlined, and easy to understand.
You are our top priority.
We manage over $900 million in assets (*), yet remain a resolutely boutique firm offering personalized service. And because despite the significant industry recognition we’ve achieved, we still care more about the reputation we’ve earned with our clients.