Our “Just One Client” approach means we are dedicated to helping you achieve your financial goals and live your best life.

Lindsay Shetterly,
Principal and Client Advisor

Our Recent Insights

Welcome the Newest Members of the Glassman Wealth Services Team

What’s better than being named the #1 Best Place to Work in the Washington, DC area by the Washington Business Journal? Getting to grow our team with amazing new talent who make this honor even more meaningful. At Glassman Wealth Services, growth means finding the right people who share our values, raise our standards, and […]
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Celebrating 15 Years of Glassman Wealth: A Night of Unforgettable Food and Conversation with José Andrés

Fifteen years ago, we set out to build a wealth management firm that would truly enrich our clients’ lives. Last month at the National Portrait Gallery, surrounded by the clients and friends who have made this journey possible, we celebrated just how far we’ve come together. Our 15th anniversary celebration was more than a milestone—it […]
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Three Years Running as the #1 Best Place to Work: What This Recognition Really Means

We’re honored to share that the Washington Business Journal has named Glassman Wealth Services the number one Best Place to Work in the small company category for the third consecutive year. We’ve been ranked on this list for over 10 years, and while we’re deeply grateful for this recognition, what matters most to us is […]
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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 Wealth is a boutique wealth and asset management firm that manages key areas of your financial life.

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Investment Management

With over $2B in Assets Under Management (AUM) as of 9/30/24, 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
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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
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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
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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
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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.

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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.

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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.

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Insights

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

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.