Being an independent firm allows us to provide unbiased advice and products suited to our client's needs.
Fluid and open communication is key to establish mutual trust and achieve an effective financial plan.
We believe our clients deserve unbiased advice, offered by advisors who develop a personalized investment plan that is based on each client’s current financial situation, risk tolerance, and long-term objectives.
Glastonburg Group offers investment management and advisory services to affluent and high net worth individuals both in the US and abroad.
Clients' assets are held in custody by Pershing, a subsidiary of Bank of New York Mellon, which is a leading global provider of financial business solutions and serves many of the world's most respected financial organizations. Our relationship with Pershing offers our clients access to NetXInvestor, Pershing's revolutionary technology platform providing the tools needed to manage client accounts.
A fee-based investment management compensation structure enables us to best serve our clients. Since it is not driven by commissions or quotas, it allows for both the client and advisor’s objectives to be aligned.
Investment plans tailored to our client's particular situation, risk tolerance, and financial objectives.
Our international exposure allows for the necessary insight to understand the intricacies of a global economy.
We are committed to providing an exceptional level of personal service.