GLASSMAN WEALTH SERVICES

Glassman Wealth Services, LLC (GWS) is a registered investment advisor that provides financial planning and related consulting services. Their services include tax and estate planning, insurance, and other financial matters. GWS charges an advisory fee for these services, which may vary depending on factors such as assets under management, extraordinary matters, special projects, and stand-alone planning engagements. GWS emphasizes the importance of ongoing financial planning and their advisory fee remains the same regardless of whether or not the client chooses to address these issues with them. It's important to note that GWS does not serve as an attorney, accountant, or insurance agent, and they do not prepare legal documents, tax returns, or sell insurance products. However, they may recommend the services of other professionals for non-investment implementation purposes, and the client retains absolute discretion over engaging these professionals.

GWS utilizes two primary investment strategies: Long Term Purchases and Short Term Purchases. Long Term Purchases involve holding securities for at least a year, while Short Term Purchases involve selling securities within a year. Both strategies are considered fundamental investment strategies, meaning they rely on analysis of historical and present data to make financial forecasts. However, each strategy has its own inherent risks and limitations. Long Term Purchases require a longer investment time period to potentially develop, while Short Term Purchases require a shorter investment time period but may incur higher transactional costs due to more frequent trading.

(Subscription Required)

(Subscription Required)