Phone: 419-300-8891 or 877-811-8891

Kevin Glass Jeff Dieringer
LPL Registered Principal, LPL Financial Advisor
LPL Financial Advisor  

 

WHY GLASS »

 

Our focus is to provide quality investment services and tax strategies to promote financial health in our client's lives.

 

 

As a client of Glass Wealth Management we begin by gaining a deep understanding of your values and perspective on finances. We take these values and perspectives and design a plan for your investments and financial goals.

 

Our Service includes:

  • Comprehensive financialplanning
  • Advanced estate planning
  • Investment consulting
  • Advanced portfolio and investment analytics
  • Tax-sensitive investing
  • Alternative investments
  • Trust Services
  • Single stock risk management
  • Executive compensation arrangements
  • Business exit planning
  • Financial windfall planning
  • Insurance planning
  • Foundation and endowment guidance

Benefits of Working with Our Firm

  • Unbiased guidance. We have no proprietary investment products to sell, no investment banking relationships to promote, nor any other business conflicts to get in the way of providing unbiased recommendations.
  • Innovative strategies. We have an understanding of the myriad of opportunities available to you, as well as the complex challenges you face, and are free to recommend only those strategies we believe align with your future goals and aspirations.
  • Philanthropic support. As a client of ours, you benefit from our wide range of resources to help distribute your wealth to your favorite charities and endowments.

 

Benefits of Working with Our Firm

  • Innovative strategies. We have an understanding of the myriad of opportunities available to you, as well as the complex challenges you face, and are free to recommend only those strategies we believe align with your future goals and aspirations.
  • Philanthropic support. As a client of ours, you benefit from our wide range of resources to help distribute your wealth to your favorite charities and endowments.

 

LPL Financial Representatives offer access to Trust Services through The Private Trust Company, N.A.. an affiliate of LPL Financial.