Celebrating Achievements

Celebrating Achievements

Celebrating achievements is part of our culture, and as important as transparency and growth.

Interrupt the pattern. It's a mantra that we've upheld, promising that we would be a wealth management firm unlike any other. Providing an exceptional level of service and expertise to our clients, that both enriches their lives and allows them to pursue their passions, has helped us to build this phenomenal organization.  And it is all thanks to the highly dedicated and passionate individuals that make up the team here at Glassman Wealth.

To commemorate surpassing $1 Billion in assets under management last year, the team went away for a Kentucky Derby themed weekend of celebration. But it was more than just a reason to dress up and enjoy some mint juleps.

We are a team of curious individuals, always striving to learn more and expand our horizons. What better way to start the celebration than with an inspiring speaker, someone who could not only offer incredible insight, but was also pretty hilarious.

And that's how we came to meet Zach Anner.


Zach is a comedian and speaker with an incredible variety of experiences, from travel show host, to published author, to television writer, and he came all the way from Los Angeles to join us. Check out his full presentation below.

Of course, as much as this was a weekend of growth and team building, it was also a great chance to get dressed up and have a fantastic time!

An incredible weekend, all thanks to the team who has worked so hard over the years to achieve this milestone.

As we purposefully grow and expand our horizons, we will continue to enrich the lives of our clients through the exceptional client experience they have come to know and expect from Glassman Wealth.