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.
Glassman Wealth Services is pleased to announce that it has been named one of the Top emerging fee-only firms in 2010 by Investment News.
As a Registered Investment Advisor, Glassman Wealth Services focuses on providing their client families with personalized, comprehensive, innovative and objective investment and wealth management services.
“We are committed to the financial health and well-being of our clients,” said Barry Glassman, CFP®, president of Glassman Wealth Services. “Since we do not accept commissions and are not tied to any proprietary products, we are able to offer the objectivity and transparency that investors and their families need to make reliable financial decisions.”
Criteria: Must have between $300 and $500 million in discretionary assets, growth of 20% or more in discretionary assets, must not charge commissions or employ registered representatives and must not be doing business as a broker/dealer, bank or insurance company.