Helping you grow more than wealth

Who we are

The Glaser Group strives to deliver a distinct experience for our clients as we work together to help individuals and their families reach generational prosperity. Our purpose is to guide families through the wealth planning process, where we utilize our knowledge, as well as draw on outside experts, while championing thought leadership, tailoring advice and providing solutions. Our approach employs a goals-based planning process with customizable and actionable steps for our clients’ life circumstances.

Working with The Glaser Group provides the convenience of a full suite of financial solutions from a single group of advisors whose goal is to understand our clients’ entire financial picture. Collaboration is key and when appropriate, we will coordinate with accountants, attorneys, business managers and family members to get the job done. 

Proud to work with a nationally recognized teammate

At The Glaser Group, we are very proud that Louis Glaser was recognized as a Forbes Best in State Advisor in 2024. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations!

The Glaser Group is honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about us. 

Latest Insights

The White House

Pondering a U.S. policy potpourri

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

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How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Let's start the conversation

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