Glassman advisors make me feel that I am very important to them even though I am not a large client. They are very responsive, and I never feel that their fees are more important to them than my financial needs. Not only are their advisors easy to work with, they have a great research team. After 15+ years of them managing my portfolio, I am very happy with their investment decisions. I feel that this is one part of my life I don’t need to worry about.
They truly understand my goals and consistently offer clear, trustworthy and ultimately successful guidance while making everything feel effortless and secure.
We went to Glassman Wealth because we were disappointed in our then current financial advisor who could never remember some of the most basic facts about our situation, our goals, and our family. Glassman Wealth is the exact opposite. Our advisors and Barry are always there when anyone in our family needs advice or help on almost anything, not even just financial questions. They are kind and warm and always remember everything about each family member or at least it seems they do! Because of the work they do to know each of us, they provide financial advice that responds to who WE are and what OUR goals are.
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Schedule a ConsultationA small independent financial advising firm. I very much like the advisors I’ve been working with for three years. They’re extraordinarily responsive, helped me after my husband died in ways I don’t think most firms do, and have done very well for me.
An extension of the family, helping us plan for future success
Sound investment management with a personal touch. They worry about thing so I don’t have to.
Proactive and Bespoke – GWS is obessed with getting to know my family, my goals, and planning around my investment risk.
Like old family friends who care about our financial well-being and guide us to achieve the financial future we want to have.
The Glassman Wealth team takes a personal interest to get to know their clients, which enables them to design investment portfolios specifically tailored to attain the clients investment goals. Utilizing cutting edge world-wide market analysis tools,they are always in position to react to ongoing global developments to maximize portfolio growth.
The integrity of Glassman’s people shines through in every interaction with them. We love our team, Dana & David and feel they have our best interests at heart. They are true professionals but always down to earth and friendly. Thanks for shepherding our retirement.
A company that I rely on to do the best for me. I know they have the knowledge and have my best interests at heart. I trust them completely to have my back.
Glassman Wealth is the single best customer service experience I’ve had and I aspire to give the same level of service to our clients.
Personalized service. You are only as far away from your phone to reach someone to talk to anytime. Barry has an unbelievable staff and that’s what makes Glassman Wealth special.
Trustworthy, responsive, proactive with information sharing and creative ideas to benefit clients, focused, they show up when times are good….& not so good, and of all those, the group is fun and down-to-earth. A team I would (and do) enjoy hanging out with.
Full service financial advisory and administration. Custom reporting, as much information as one might want regarding portfolio performance and investment rationale. Help with taxes, estate planning, and routine account matters. I have specific staff members dedicated to my account so one call or email suffices when I need anything. We are risk averse, retirees focused on capital preservation and we have met our objectives over at least 25 years with Barry and GWA.