Glass Management

A Legacy Built on Client Relationships & Performance

Glass Wealth Management Co., LLC stands as a trusted partner for high-net-worth individuals and families in the San Antonio area and beyond. Founded in 1988, we have proudly served multiple generations of clients by building relationships built on trust, performance, and personalized service.

Our Values

At Glass Wealth Management, we value:

• Relationship: We understand the importance of strong client relationships built on open communication and trust.
• Performance: We prioritize delivering consistent returns through market cycles, adhering to a fundamental investment approach.
• Transparency: We provide clear communication and accountability to clients, offering a direct and personalized experience.

Comprehensive Services

We offer a comprehensive range of services tailored to meet the unique needs of our clients, including:

Portfolio Management

• Customized portfolio construction based on individual goals and risk tolerance.
• Active management and regular review to ensure portfolio alignment with changing goals and market conditions.

Investment Advisory

• Independent research and analysis to identify high-quality investments.
• Development of diversified portfolios tailored to each client's unique circumstances.
• Regular reporting and communication to clients on portfolio performance and market trends.

Family Office Services

• Comprehensive wealth management encompassing investments, estate planning, and insurance.
• Dedicated team of professionals to coordinate and manage all aspects of clients' financial lives.

Our Team

Our team comprises experienced professionals with deep knowledge and expertise in wealth management. With decades of combined experience, we are committed to providing personalized attention and delivering exceptional client service.

Why Choose Glass Wealth Management?

• Locally based and owner-operated, offering personalized attention and discretion.
• Decades of experience navigating market cycles and delivering consistent returns.
• Transparent and accountable approach to investment management.
• Strong commitment to client relationships and genuine understanding of individual needs.