01
We prefer not to operate blindly
Managing your investments without studying your tax return or estate documents is like performing surgery without an MRI. Including estate, insurance, and tax strategy helps take in the full picture.
02
Does your financial team act like one?
No one firm knows everything. At Glassman, we partner with robust research firms to help us model portfolios and make decisions. Adding perspective and deeper research creates a think-tank atmosphere to bring better ideas and strategies to our clients.
03
Don't regret the moves you didn't make
I could have' and 'I should have' are phrases and feelings we want to help you avoid. By bringing everyone together and having a clear view of your entire financial picture, we can have open and honest conversations about all investment opportunities, so regret never gets a seat at the table.
04
Your Wealth Advisor Summit
So how do we make this happen? Annually or as-needed (sometimes before a significant event) we'll lead and coordinate an in-person meeting to get everyone around the same table and strategize the best plans for you. You don't need to have a family office to feel like one.
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