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 * Important Disclosure
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 * About
   * About Us
   * Meet the Team
   * Recent Recognition
   * Giving Back
   * Working at Glassman
 * Services
   * Investment Management
   * Holistic Financial Planning
   * Retirement Planning
   * Tax & Estate Planning
   * Lifestyle
 * News & Insights
   * G-Wisdom
   * Media & Press
 * Contact Us

 * About
   * About Us
   * Meet the Team
   * Recent Recognition
   * Giving Back
   * Working at Glassman
 * Services
   * Investment Management
   * Holistic Financial Planning
   * Retirement Planning
   * Tax & Estate Planning
   * Lifestyle
 * News & Insights
   * Media & Press
   * G-Wisdom
 * Login
 * Important Disclosure
 * Form CRS
 * Contact Us






HOW WOULD IT FEEL TO BE YOUR ADVISOR'S ONLY CLIENT?

"You don't need a family office to feel like you have one." – Lindsay Shetterly,
Principal and Client Advisor



Our low client-to-advisor ratio allows us to spend more time with you and your
family.

Your aspirations are our inspiration for personalized asset management
strategies.

Your advisor is your financial concierge, coordinating with your CPA, attorneys,
and others.


OUR "JUST ONE CLIENT" APPROACH MEANS WE ARE DEDICATED TO HELPING YOU ACHIEVE
YOUR FINANCIAL GOALS AND LIVE YOUR BEST LIFE. DON'T SETTLE FOR ASSET MANAGEMENT
FIRMS THAT CARE ONLY ABOUT PERCENTAGES AND PIE CHARTS. GO WAY BEYOND WEALTH
MANAGEMENT WITH GLASSMAN WEALTH.


OUR COMPANY CULTURE DRIVES YOUR EXPERIENCE



And possibly your success. See how our Full Fiduciary culture enriches lives by
bringing together innovative ideas and beneficial connections.

Glassman's Culture


GLASSMAN WEALTH IS A BOUTIQUE WEALTH AND ASSET MANAGEMENT FIRM THAT MANAGES KEY
AREAS OF YOUR FINANCIAL LIFE.

Financial Services

01


INVESTMENT MANAGEMENT



With over $2B in Assets Under Management (AUM), our clients benefit from access
to the full range of investment options, from low-cost index funds to complex
private equity. And because we're a boutique wealth and asset management
fiduciary, our recommendations are based on experience and merit, not hidden
compensation.

Fiduciary Investment Advisors


02


HOLISTIC FINANCIAL PLANNING



Your financial well-being goes far beyond investments. By taking a holistic
approach, you'll benefit from complete coordination among your tax, estate
planning, and insurance advisors. Imagine the power of having your whole team at
the same table. How refreshing!

Financial Planning

03


RETIREMENT PLANNING



It's not a calculator. It's a conversation. Nobody can predict the future. But
let's model your potential futures. What happens when you add the beach house?
Let's start with your baseline projection-and dream from there.

Retirement Financial Planning


04


TAX AND ESTATE PLANNING



Having fewer clients per financial advisor gives us the time to be proactive and
lead conversations with your other advisors to brainstorm, strategize, and
implement tax, estate, and insurance strategies.

Tax, Estate, and Insurance Strategies

05


LIFESTYLE



Our clients lean on us when life happens. Whether it's health coverage before
Medicare kicks in, keeping you from getting hacked, or helping you with VIP
travel, it's all part of our curious and caring nature.

 Lifestyle Planning


LEARNING


G-WISDOM

G-Wisdom is our center for insights that help our clients better understand
what's going on in the world and how it applies to their financial well-being.

Explore Insights

EVENTS

We've built relationships with some of the world's top thought leaders across
finance, politics, and innovation, and our event series brings their expertise
to you.

View Events

GUIDES

Our in-depth guides for wealth and asset management help clarify some of the
most difficult and confusing financial decisions our clients need to make.

Download Guides

INSIGHTS

Our ongoing series to educate and empower clients and non-clients about wealth
building and security.

Read Insights


MORE THAN A BOUTIQUE WEALTH AND ASSET MANAGEMENT FIRM

Watch how Glassman Wealth goes above and beyond to help every client achieve
their financial goals and live their best lives.


Click for sound



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READY TO GET STARTED?

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

Contact Us

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 * Working at Glassman
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 * Accessibility Statement

© 2024 Glassman Wealth Services. All Rights Reserved


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