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 as one of Washington, DC’s Premier Wealth Advisory Firms by the Washington Business Journal and the National Association of Board Certified Advisory Practices (NABCAP).
Criteria: NABCAP and its board of directors created an unaffiliated evaluation process in which 20 categories of practive management are assessed. Advisors are invited and/or nominated to participate by submitting an online questionnaire. The multi-step verification process utilizes independent resources to assess the accuracy and truthfullness of the information submitted by advisory practices. NABCAP’s methodology is unique in deciphering advisors because it is primarily objective, not subjective and helps add transparency for the investory’s benefit.