menu The Gleason Group

why us

We’re not your typical financial advisor, here’s what sets us apart:

Extraordinary Service

Our biggest advantage is our people. Extraordinary service starts with our caring, respectful, and inclusive team-oriented culture where success is derived from helping others. Here’s our commitment to you:

  • 24/7 Access & Response. Your every need is our number-one priority. We respond to client requests within one hour during business hours and are available 24hrs a day, 7 days a week via phone or email.
  • Listen Completely. We give you our undivided attention, everytime.
  • Attention to Detail. We understand everything matters when it comes to delivering extraordinary client service.
  • Clear, Consistent Communication. We proactively reach out to you; especially during volatile times.
  • World-Class Resources. Our combined expertise and vast resources help simplify your life.
  • Continuous Improvement. We are always looking to improve and your feedback is vital.

Investment Management

Utilizing a simple and straightforward approach to your money, we help you clearly identify what you own and why you own it. We help you avoid mistakes, cut excess costs and keep taxes low so you keep more of what you earn. Here are the keys to our success:

  • Mutual Trust. The foundation for any successful advisor/client relationship is mutual trust.
  • A Plan. The only basis for an investment portfolio is a plan.
  • Decisions Based on Your Life. Portfolio changes are made based on your life NOT market events, the economy or the political landscape.
  • No Predictions or Market Timing. We believe it’s impossible to predict the market and therefore make no attempt to do so..
  • Low Cost & Tax Efficient. We build simple, straightforward portfolios ensuring you understand what you own and why you own it. Minimizing costs and taxes to ensure you keep more of what you earn.
  • Success is Measured by Your Goals. We measure success not against a market benchmark, but the progress and likelihood of accomplishing your goals.

Comprehensive Advice

Many financial advisors talk about a holistic approach, but fall short on delivering. Not us, it’s ingrained in our DNA. From your investments to your estate plan, we provide guidance in all areas of your financial life. Helping you make better decisions and live a happy, fulfilled life free from worry about money.

How do our services differ from a traditional broker? Check out The Gleason Group Difference below.

 

The Gleason Group Difference

Traditional Broker The Gleason Group
Portfolio Management yes yes
Periodic Reviews yes yes
A Fiduciary no yes
Behavioral Investment Counseling no yes
Comprehensive Financial Planning no yes
Saving & Budgeting Strategies no yes
Debt Analysis & Lending Solutions no yes
Insurance Analysis & Solutions no yes
Estate Planning Assistance no yes
Beneficiary Review & Coordination no yes
Tax Planning & Preparation Assistance no yes
Charitable Gifting Strategies no yes
Social Security, Medicare & Medicaid Guidance no yes
Advisory Team Coordination no yes
Ongoing Education Opportunities no yes
Concierge Services no yes
Every journey starts with a single step