01
Our personalized investment approach.
You and your family deserve more than a cookie-cutter investment portfolio. We take a personalized approach to your investment plan, evaluating and analyzing opportunities as simple as index funds and as complex as private equity.
02
More minds, better ideas.
No single firm knows everything. That’s why we partner with highly specialized research firms to help us model investment portfolios and make strategic decisions. Adding perspective and deeper research creates a think-tank atmosphere that sparks innovation, bringing you better ideas and more sophisticated strategies.
03
Your portfolio, the way you want to see it.
Everyone gets brokerage statements. But they don’t always tell the full story of what’s happening with your investments. Our performance portal gives our clients everything they need to understand their portfolios. Want more details? It’s there. Another custom report? We’ll add it for you. At Glassman, “personalized” is our watchword.
04
All your assets in one place.
Just as CEOs have specific reports and dashboards that keep them informed on the health of the business, we believe our clients, as CEOs of their own financial health, deserve the same. Ask to see a demo of our custom reports.
Let's Craft Your Personalized Investment Strategy
Our Recent Insights
David Levitt
5 Blunders to Avoid in Implementing Your Estate Planning
David Levitt, Client Advisor, identifies the top five estate planning mistakes and offers sage advice to ensure your legacy is preserved and your wishes are fulfilled.
Candace Lee
Choosing the Right Donor-Advised Fund for High-Net-Worth Individuals
Learn how to choose the right donor-advised fund to maximize your charitable impact, ensure flexibility, and make the most of your philanthropic dollars.
Barry Glassman
Glassman Wealth Surpasses $2 Billion Assets Under Management
Barry Glassman writes why these milestones typically don't matter to clients, but in this case it really does. (AUM as of February 29, 2024)
