menu The Gleason Group

What We Do

In a world where financial issues are┬áincreasingly and unnecessarily complex, we help you figure out what’s true, what matters and what works.

From your investments to estate plan, we provide guidance in all areas of your financial life. Helping you define meaningful goals, make better financial decisions and live a happy, fulfilled life free from worry about money.

At The Gleason Group, we combine expertise and world-class resources with extraordinary service. We’re straightforward and completely committed and absolutely love what we do.

Your Life is Our Passion.


Our Services

  • Investment Management

    • Cash Management
    • Banking Services
    • Portfolio Management
    • Security Selection
    • Ongoing Monitoring
    • Investment Counseling
    • Tax Strategies
    • Data Aggregation
    • Reporting & Tracking
    • Progress Reviews
  • Financial Planning

    • Savings Strategies
    • Retirement Income Planning
    • Collaborative Goal Planning
    • Trust & Estate Services
    • Beneficiary Coordination
    • Risk & Insurance Analysis
    • Lending Solutions
    • Credit & Identity Theft Solutions
    • Debt Analysis
    • Social Security Solutions
    • Medicare & Medicaid Guidance
    • Charitable Strategies
    • Advisory Team Coordination
    • Educational Opportunities
    • Online Client Vault
    • Scheduled Reviews
  • High Net Worth

    • Private Banking
    • Wealth Management
    • Corporate Trust Services
    • Investment Banking
    • Risk Management
    • Lending Solutions
    • Tax Preparation Assistance
    • Expense Management
    • Bookkeeping Services
    • Payroll & Bill Payment
    • Philanthropy & Foundations
    • Concierge Services
  • Business Owners

    • Retirement Plan Services
    • Portfolio Management
    • Cash Management
    • Banking Services
    • Lending Solutions
    • Investment Banking
    • Group Insurance Benefits
    • Personal Financial Planning
    • Data Aggregation
    • Online Client Vault
  • Our Fees

    Our fees are based on the assets we manage. Insurance products are offered under a separate commission-based arrangement. For additional information, see our SEC Form ADV here.

    Assets Annual Fee
    $500,000 and Less 1.50%
    $500,001 – $1,000,000 1.25%
    $1,000,001 – $3,000,000 1.00%
    $3,000,001 – $5,000,000 .85%
    $5,000,001 and above Custom

The Right Partner

Are we the right partner for you? Let’s find out. We’d love to hear your story and invite you to visit us anytime. Our couch is comfy and a wide variety of beverages await.

What’s Next: How We Help

Every journey starts with a single step