It's All Yours!

Click the link below to print the questions, or download them as a PDF. If you have any questions, we’re only a call or an email away. Contact Us.

You deserve transparency.

More financial professionals are vying for your relationship (i.e. business). As their potential client, you deserve transparency and objectivity.

At Glassman Wealth Services, our passion is being transparent and helpful. We hope these “Top 10 Questions” is the first step in helping you.

A focus on families, not pie charts.

We work for you and your family alone. Your financial success is about more than bar graphs and pie charts. It’s about you.

Glassman Wealth At A Glance

Fee-only? Yes
Fiduciary? Yes
Investment minimum? $2 million of investable assets
Substantial? $1.2 billion in assets managed
(As of 05/31/18)
Too big? Boutique by design
Reporting? Clear
Research? Extensive
Recognition? Earned
Refreshing! Why, thank you!

If you’d like to see if we’re the right fit for you, we encourage you to contact us.