A complete list of active advisors currently associated with Glass Wealth Management Co., LLC

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

Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management to high‑net‑worth individuals, families, trusts, donor‑advised funds, and closely held entities. The firm manages about $312 million across roughly 350 client relationships and also offers a Total Asset Management service for family relationships with more than $5 million in assets, in which it supplements portfolio management with consulting on external investments and referrals to professional service providers. The firm constructs fully customized portfolios rather than using model portfolios and manages accounts across four core strategies (core equity, balanced, total fixed income, and total asset management for large families). Its process combines a top‑down sector assessment with bottom‑up company selection, emphasizes long‑term, tax‑aware investing with low turnover, and applies a documented sell discipline when price or fundamentals change. Notable operational and governance features include a recent internal ownership succession intended to preserve continuity of leadership and an explicitly family‑office style offering for larger relationships that includes external asset review and implementation options. The firm uses an institutional platform relationship to access custody, trade execution and practice‑management tools, aggregates fixed‑income trades but generally does not aggregate equity orders, and does not accept proxy voting authority (custodians send proxies directly to clients).

To learn more about the advisors currently working at Glass Wealth Management Co., LLC, 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.