Glassman Wealth Services

Glassman Wealth is a full-service, fee-only fiduciary providing highly personalized investment advice, financial planning, and wealth management. With one of the lowest client-to-advisor ratios in the industry, Glassman Wealth’s team of engaged, innovative advisors has the time to focus on each client’s unique needs and goals and dreams. This personalized and sophisticated approach enables Glassman Wealth to serve each client as their dedicated financial steward, helping them not simply to achieve their financial goals, but to realize their dreams.

One of my favorite books that we’ve added to our collection, Kelly’s book reflects some of the ideas that have driven our own team. Why should your career and day-to-day life get in the way of your dreams? Kelly believes that a company becomes the best version of itself by helping its employees live out their dreams. We adhere to the same philosophy. If our team members are fulfilled in their careers and thriving in their roles, they will be even more devoted to enriching the lives of our clients. This is a fairly quick read, written as a parable, but has a message worth taking to heart.

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