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Welcome to the GLM Wealth Management Group Website

Our mission is to provide innovative investment solutions and counsel to affluent individuals and their families. We advise, guide, and motivate our clients to implement strategies that simplify their lives, as well as grow and preserve their capital. Our team works in concert with our client’s other advisors, such as Certified Public Accountants and attorneys, to formulate customized and comprehensive strategic life solutions.

Our expertise is acting as your primary advisor. We have a long history of going the extra mile for our clients and will be tireless in our pursuit to gain and keep your trust and satisfaction.

Collision course?

With hardliners in the U.S. and Iran holding sway, the two longtime adversaries remain locked in a bellicose standoff. While a diplomatic off-ramp may emerge, we believe the crisis could unfold in a manner not yet fully appreciated by the oil market. Read the full economic outlook in the latest edition of Global Insight.

Does Your Organization Need a Guest Speaker

GLM Wealth Management Group has been conducting seminars and workshops on a range of topics, including:  Estate Planning, Creating Your Retirement "Paycheck", and Investing in today's volatile markets.

If you have a group or organization that are looking for speakers, please contact Phil Grella to learn more at philip.grella@rbc.com

*Please check the "Seminars and Events" tab for upcoming events.


Taking the Next Step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, please contact us.

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