Our wealth management process centers around you and your personal and financial goals. Through an exclusive program made available to Wells Fargo Advisors' clients, we access resources both inside and outside of Wells Fargo Advisors and coordinate our services with your other professional advisors to help you pursue your overall planning objectives.

We work to provide you with customized strategies designed to help address your unique needs. The process typically begins with an assessment of the current situation, along with the family’s personal and financial goals, so that a plan can be developed. We provide services to assist with personal investment planning, insurance, retirement planning, estate planning strategies, and charitable planning.

The philosophy of Glaser, Palan & Soshnik Wealth Management Group is simple. We believe in helping to preserve your capital while utilizing investments that have an objective to generate positive returns in all types of market cycles. We work hard to deliver risk management strategies rather than trying to outperform specific benchmarks. We believe that by thoroughly understanding your goals and objectives, and developing an investment plan that is specific to those goals and objectives, we will be well-positioned to help you pursue those goals, regardless of the market cycle.