Culture
Post Archive
Glassman Wealth Tackles Non-Obvious Thinking
In a time with so much advancement in technology and changes in the way we live, now is the perfect time to hear a futurist’s perspective on what our lives may be like in the coming years. Glassman Wealth recently hosted a fascinating conversation with Rohit Bhargava, the founder of the Non-Obvious Company, best-selling author…
Read MoreWorking at the #1 Best Place to Work
What’s it like working at the #1 Best Place to Work? During a pandemic? When you start with the company in March of 2020? Unusual? Undoubtedly. Surprising? Certainly. Extraordinary? Absolutely. And… simple. Simple? Yes, simple. We all want to be treated well and respected and have challenging and fulfilling work, and that’s simply and exactly…
Read MoreGlassman Wealth Recognized as a Best Place to Work by the Washington Business Journal
At Glassman Wealth Services not only are we passionate about enriching the lives of our clients, but through our focus on transparency and culture we hope to do the same for the members of our team. We are thrilled that this has been recognized by the Washington Business Journal, and we are honored to be…
Read MoreBarry Glassman meets with Julie Cooling of the RIA Channel
Barry recently met with Julie Cooling, Founder & CEO of the RIA Channel to discuss Glassman Wealth, and our One Client Approach. Click the picture below to watch the full interview.
Read MoreInvestment News: What If You Had Just One Client?
What if you had just one client? Barry Glassman met with InvestmentNews at Schwab IMPACT 2018, and shared how this mindset helps shape our firm and allows us to best serve our clients. Click the photo below to watch the full video.
Read MoreBarry Glassman named FPA 2018 Planner of the Year
We are thrilled that Barry Glassman has been named the 2018 Planner of the Year by the Financial Planning Association of the National Capital Area. Two of the major criteria for this award are Community/Charitable work, and Innovative Financial planning techniques/practice management; two things that not only Barry but the entire firm here at Glassman…
Read MoreClient Advisor Candace Lee Earns Designation of Enrolled Agent
We are thrilled to announce that Client Advisor Candace Lee has recently attained the IRS designation of Enrolled Agent (EA), the highest credential awarded by the IRS. Enrolled agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. While the hard work and…
Read MoreContinued Curiosity: Candace Lee, CFP®, attends the AICPA ENGAGE Conference
A common trait among our advisors and team at Glassman Wealth is curiosity. We are continuously seeking out more knowledge, discovering better ways to serve our clients, and investigating the intricacies of our interests. That’s why I knew it would be enthusiastically encouraged when I shared that I planned to attend the AICPA ENGAGE Conference…
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