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 is four years old, and manages $675 million in assets. Yet even now, we still deliberately try to think like a startup — and we think this is key to the firm’s success. A recent conversation with a peer made this clear to me. Find out how and why we maintain our entrepreneurial drive.