menu The Gleason Group

What We Do

Simply put, we help best align your finances and your life.┬áIn 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
    • Portfolio Management
    • Security Selection
    • Ongoing Investment Monitoring
    • Behavioral Investment Counseling
    • Reporting & Tracking
    • Tax Minimization Strategies
    • Routine Progress Reviews
  • Financial Planning

    • Retirement & Distribution Planning
    • Savings & Tax Planning Strategies
    • Trust & Estate Services
    • Business Couseling
    • Ongoing Education Opportunities
    • Insurance & Debt Analysis
    • Scheduled Planning Reviews
    • Advisory Team Coordination
    • Charitable Giving Strategies
    • Lending Solutions
    • Social Security Solutions
    • Medicare & Medicaid Guidance
  • High Net Worth

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

    • Retirement Plan Services
    • Portfolio Management
    • Cash Management & Banking Services
    • Lending Solutions
    • Investment Banking
    • Group Insurance Benefits
    • Key Man Insurance
    • Personal Financial Planning
  • 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