What We Do
Your life is our passion.
Money has the power to both help and harm. You can use it to create the life you want or exacerbate your weaknesses. At the Gleason Group, we help you use it as a tool to create a life of meaning.
From your investments to estate plan, we provide guidance in all areas of your financial life. Helping you set meaningful and measurable goals, prioritize what’s most important, eliminate non-essentials and evaluate real trade-offs.
We help you remove constraints, create buffers, and set boundaries where needed to reduce stress and help you be prepared for the unexpected. Our ultimate goal is helping you make better decisions and live a happy, fulfilled life free from worry about money.
You have one life to live, one legacy to leave. At the Gleason Group, our mission is to help you make the most of it. We’re fanatical about helping you achieve the highest possible return on every precious moment.
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
Families rely on us for a variety of services that simply make life better. These include assisting you with planning travel, gift-buying, healthcare needs and much more. We help fulfill every lifestyle request providing you the best life has to offer.