Potomac, MD Office

Glassman Wealth Services serves individuals (including high-net-worth clients), pension and profit-sharing plans, and charitable organizations with discretionary investment management, financial planning, and retirement plan consulting. Its services include ongoing portfolio supervision and stand‑alone planning engagements as well as trustee‑directed and participant‑directed retirement plan work.

The firm generally implements client objectives through allocations to mutual funds and ETFs, and may also allocate to independent managers, private investment funds, and interval funds when suitable, with limited use of options strategies for hedging or income. GWS treats cash as an asset class, aggregates externally held assets into consolidated reporting through third‑party tools, and incorporates accrued income and private fund valuations into its account monitoring and reporting.

Distinctive features noted in the brochure include routine use of Dimensional Fund Advisors (DFA) funds, access to illiquid vehicles such as interval funds and private funds (with a stated valuation methodology), and a firm policy that cryptocurrency purchases require client authorization rather than discretionary trading. The firm also discloses formal AI governance for advisory use and offers clients basic estate‑planning document generation through the Vanilla platform, practices that carry specific operational, liquidity, and oversight considerations compared with many peers.