A complete list of active advisors currently associated with Glass Lake Wealth Management

Warmer can help you find a great advisor at Glass Lake Wealth Management or one who fits your needs even better.

Glass Lake Wealth Management serves individual and high‑net‑worth private clients with discretionary asset management and financial planning services. The firm provides ongoing portfolio management, periodic rebalancing, and client communications such as a quarterly newsletter. Its investment approach emphasizes a long‑term, quality‑growth equity orientation implemented through a relatively concentrated portfolio of roughly two to three dozen individual stocks, with fixed‑income exposure provided via individual bonds and pooled vehicles. The firm uses fundamental, technical, cyclical and valuation analysis, may employ covered options from time to time, and offers a voluntary day‑trading overlay executed in taxable, margin‑enabled accounts for qualified clients. What is distinctive about Glass Lake compared with many independent peers is its combination of a concentrated individual‑stock strategy and an uncommon performance‑based day‑trading overlay available to qualified clients. The firm is a small, single‑advisor practice managing a modest number of client relationships, and its principal’s institutional equity research and portfolio‑management background along with CFA and CFP credentials shape both its investment analysis and planning advice.

To learn more about the advisors currently working at Glass Lake Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.