Glanz Wealth Management has over 20 years of industry experience. This means our clients can be assured they are working with someone whose previous experience as a practicing attorney and now decades as an advisor is uniquely suited to help guide them through the many facets of life and through every type of market. We focus on working with attorneys, CPAs and their clients, providing solutions to their problems through comprehensive financial, tax and estate planning and management of their investments and insurance. Time is money, and as such, our clients appreciate the skills we bring to the table knowing they are getting thoroughly researched ideas, both timely and unique, so they can focus on their own careers and family.  

As a trained attorney I appreciate the need to analyze problems and situations from every angle and to think about every possible consequence, always putting the client first.  We uphold ourselves to the highest ethical standards, admittedly, one of the biggest client concerns when it comes to the financial industry.  

Since we don’t want to waste our client’s time, we leverage an extensive team to present recommendations and utilize specialists to work with us on high level planning, helping us make highly informed decisions, all included with our services. Our goal is to save money and aggravation in every facet of our client’s financial lives.  

We are uniquely qualified to help those facing life’s biggest challenges, such as divorce, sickness, or the need for more advanced estate planning. This is because of Amanda’s personal extensive divorce experience, as well as her past work experience focused on estate planning. Amanda knows what these clients are going through both legally and emotionally and has a unique ability to assist and help get them through difficult periods of life.  

We strive to make their lives, and their advisor’s job easier because of life experience that just cannot be learned through teaching and studies. The combination of Amanda’s law degree and CFP certification, along with her life experience and compassion is truly hard to find in the financial industry.  

It can sometimes be hard for lawyers and CPAs to refer their clients because of the liability they face if something goes wrong. However, at Glanz Wealth Management our clients do not find this to ever be an issue because of our intense experience, integrity, accessibility, and the strong relationships we create.  

Because saving money and tax planning are so important, as well as protecting and insuring those who are business owners, these are areas we advise on as well . Amanda’s law background is distinguishing in that she uses her experience to solve problems, identify opportunities and work to avoid potential dangers. 

At Glanz Wealth Management, our focus has always been to run a concierge-size, planning-driven practice with a formal systematic investment process. This is complemented by a service model that keeps us in touch with our clients regularly, so that they always know we are working to stay ahead of any issues. We form excellent long-term relationships, and we care about the well-being of our clients and their families.