His vision for starting GWS was to deliver investment strategies and wealth management services typically available at the highest levels of wealth. Today, clients benefit from these sophisticated financial services targeted to meet their unique needs.
Glassman Wealth Services was named in the top 200 fee-only advisors list nationally by Financial Advisor magazine for 2011.
Criteria includes: Assets under management, growth in assets, assets per client, growth in assets per client and the percentage change in number of clients.