The Glaser Group

The 2024 Forbes Best-in-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2026 Forbes “Best-In-State Wealth Management Teams” award was announced January 2026. Data as of 3/31/25. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com.

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.

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Proud to work with a nationally recognized teammate

The Glaser Group is honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024 & 2026.

Helping you grow more than wealth

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Strength you can trust

Global Insight Monthly

Climbing the wall of worry

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June Monthly Exec Briefing: U.S. consumer bruised by persistent inflation

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