People Search
Popular Categories
State Directory
Sign In
Join
People Search
Popular Categories
State Directory- Tax PlanningHas been providing Wealth Management Services, Customized Financial Planning, Estate Planning, Tax Planning, Retirement Planning, and Risk Management Services
- Charitable GivingThis framework is an entry point to working with us, but it is also iterative. Goals are dynamic, and we return to the
- Income Tax
- Investment ManagementManaging your investments can feel like a full-time job, and that’s because it is. One of the cornerstones of our practice is managing the investments and assets of our clients to ensure they are positioned as favorably as possible. And it all starts with our unique investment approach.
- Wealth ManagementThe Summit of Asset Management (TSAM): “Delivering digital-first services at speed and scale: How are wealth management operating models responding to disruption?” (2022)
- Financial PlanningOne of the cornerstones of our practice is our expertise in financial planning. We work toward turning our clients’ goals into actionable, elevated strategies that work continuously toward achieving those goals. Our teams have different management styles, so you will always be able to find the perfect fit for your circumstances.
- Retirement Planning
- Asset ManagementWe design your strategy for moving forward together. We implement elevated investment strategies, agree upon asset allocation, and develop vehicles that best suit your financial goals and needs. Once underway, we will monitor your progress and make tactical adjustments in response to the opportunities and obstacles that we encounter along the way.
- Charitable Remainder TrustsIn The Shufro-Glass Group, we truly believe in giving back to our community. And we encourage our clients to give back and support their own communities as well. There’s no better reward for doing well than doing good. We help establish Donor Advised Funds, Foundations, Charitable Remainder Trusts, and other vehicles that maximize the impact our clients have on their communities. Together, we can live heroically.