The Glassy Mountain Way
Our mission is to use our personal approach to financial planning and investment management to help families create their own special memories and achieve financial confidence.
Enjoy a fulfilling retirement
Plan for all of life’s transitions
Support to multiple generations
Create a place for gatherings with loved ones
Create a place for gatherings with loved ones
Live a life of learning and financial confidence
The Glassy Mountain Advantage
Clients First
We provide personalized advice and always act in the best interests of our clients, adhering to the fiduciary standard of care.
Relationships
We get to know our clients and their families as real people, so that we can optimally serve their needs.
Experience
Our knowledge, expertise, and credentials inform all our advice and guidance to clients.
Process
Our proprietary process helps you get organized and keeps your plans on track.
Technology
We use the latest systems and technology to provide an outstanding client experience in a personal way.
Our Clients and Services
We help business owners and executives, professionals, and their families, before and during retirement, through two main services:
Financial Planning
Through a detailed process of discovery and exploration, we will create a financial plan to identify what’s truly important to you and keep you on the path to financial confidence.
Investment Management
Prudent management of your investment portfolio is key to your success. We take an active approach to developing and managing a personalized and diversified portfolio to help you bring your dreams to life.1
Retirement Planning
Are you looking for help planning for the retirement you imagine? You’ve come to the right place. Our unique approach will help get you there. Find out more.1