Glen Gillies & Associates
Driven to protect the clients we care about, we will work with authentic concern for your financial success and overall well-being. We deliver smart investment management and complete wealth planning services to help people enhance and protect their assets, plan for their family and business needs at multiple stages, and prepare themselves and their loved ones for unforeseen events.
We’ll help you avoid working harder or longer than you need to and taking on more volatility, risk and tax than necessary so you have the freedom to do whatever you value without worrying about financial matters.
The key to managing your money is knowing what’s important to you.
Our work is all about the people. We want to know who’s sitting in front of us and what makes them tick. We’ll ask open-ended questions to discover everything we can about your strengths and weaknesses, parents and children, business or practice, dogs or cats, goals and fears and life circumstances. We never forget a story, health concern or family loss.
Our clients work very hard to provide for their families security and well-being, we ask them to consider how their assets will support them, because they’ll never get those precious hours back. We ask, “If you were to have a serious health concern today, what would you regret not having done?” True wealth is about a lot more than rates of return.
Independent thinkers
With an entrepreneurial mindset, we enjoy advising doctors, accountants, chiropractors, dentists, restaurant and brewery owners, and other business owner/operators. We have tremendous respect for business owners – they work hard and are very creative – but we can add significant value by coaching them on business discipline, due diligence, investment ideas and complete, proactive wealth planning.
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