Welcome!

I am dedicated to making your wealth management experience personal, comprehensive, and tailored to your individual needs. I take a whole-picture approach to your situation and advise you on how best to accomplish your goals in an easy to understand fashion.

 Benefits of working with Glen:

• Ethical, Customized and Comprehensive Financial Planning & Wealth Management - not a one-size fits all approach!
• Fee-based advice - NOT commission based - fully transparent on fees with no bias
• Widest range of investment options•Access to top ranked research and advice
• Smaller client base allows more time to spend on your personal needs

Thank you for taking the time to visit my site - If you would like a complimentary portfolio review, setup a financial planning appointment or have any questions at all please feel free to contact me - I look forward to the opportunity to show you my value.