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.

At Glassman Wealth, we can do everything right helping our clients save and invest, but if a scammer comes along and takes their money? It’s all for naught.

We’ve had esteemed, fascinating, thought-provoking guests in our speaker series, but our interview and Q&A with Jim Browning was our first with a definite hero. Jim is no ordinary expert. He delves into the heart of the hacker’s den, accessing their systems, unraveling their secrets, and, like any hero, rescues unsuspecting individuals from potential scams – live. Jim is a virtual vigilante who doesn’t just talk about scams but actively fights them.

Discover Jim’s world on his YouTube channel:

What made this session invaluable? Beyond the art of scamming, we dove into the rising threats of AI and deep fakes, the most dangerous piece of information for scammers to have, and important tips for staying safe online.

Signs of a scam:

  • Amazon (and other companies) will never call you
  • You’re asked for personal information (answers to security questions, one-time codes, etc.)
  • You’re asked for access to your device(s)
  • You feel panicked. Scammers are counting on you making quick decisions without thinking.

Tips to staying safe:

  • Keep your devices up to date
  • Be skeptical of inbound communications
  • Stop the call and verify by calling directly
  • Use unique passwords and a password manager

For more insight, watch our interview with Jim here:

And our Q&A with Jim here:


Spread the word. Share with your friends, family, and community. Some knowledge is simply too vital to keep to oneself.


We also invite you to view our blog post and video: Glassman Tackles Artificial Intelligence

And a previous video in our our one-on-one speaker series: Glassman Tackles Non-Obvious Thinking with Rohit Bhargava


Ready to get started?

Connect with a Glassman Wealth advisor today to continue the conversation.