A focus on families, not pie charts.
Your financial success is about more than 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.
Glassman Wealth At A Glance
| Fee-only? | Yes |
| Fiduciary? | Yes |
| Investment minimum? | $2 million of investable assets |
| Substantial? | $1.7 billion in assets managed (As of 03/31/21) |
| Too big? | Boutique by design |
| Reporting? | Clear |
| Research? | Extensive |
| Recognition? | Earned |
| Refreshing! | Why, thank you! |
It's about dedication.
People engage our services because they know the stakes are too high to accept less. Some have 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.
It's about unbiased advice.
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. We work for you and your family alone.
It's about communication.
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.
At Glassman Wealth we approach things differently
Because we’re not afraid to be candid. Because we manage over $1.7 billion 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.
We know we aren't the right fit for everyone. If you'd like to check out our competitors we respect, we suggest you check out our 2018 Review of the Best Financial Advisors in the DC / MD / VA area.
* As of 03/31/2021
Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if GWS is engaged, or continues to be engaged, to provide investment advisory services.