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 named as one of the Washington, DC’s area top wealth advisors by the Washington Business Journal and the National Association of Board Certified Advisory Practices. (NABCAP)
Barry Glassman, CFP® president of Glassman Wealth Services was once again selected as a Premier Wealth Advisor by the Washington Business Journal and the National Association of Board Certified Advisory Practices (NABCAP). The ultimate goal of the rigorous selection process is to provide investors a trusted standard of excellence within the financial services industry. NABCAP assesses 20 categories of practice management which include customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average assets under management per client among other areas.