Servicing Attorneys,
CPAs and their Clients
Servicing Attorneys,
CPAs and their Clients
Glanz Wealth Management
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.

Attorney and CPA Services
As a former practicing attorney and CFP®, I understand your challenges. We know your time is limited and are able to make recommendations in line with your goals and needs.

Clients Going Through Divorce
As a former practicing attorney, and through life experience, I seek to play a meaningful role in the divorce process for my clients.

Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.

Just Passed: Life Happens
On December 7th, we welcomed Meg Muldoon as she presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.

Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.

January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.

Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Office Information
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