Brandon Glossop
Brandon Glossop
Financial Advisor

Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

Services we offer

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Pre-Retirees

Pre-Retirees

06/08/2018
Helping you and your family prepare for the coming years in retirement.
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Retirees

Retirees

06/08/2018
Nurturing wealth so you can live a longer, better life.
Niches
Women Investors

Women Investors

06/08/2018
Understanding the challenges women face and how to help.
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Non-Profits

Non-Profits

06/08/2018
Expertise to support the unique needs and goals of non-profits
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Endowments & Foundations

Endowments & Foundations

06/08/2018
Delivering strategic solutions to support and sustain the mission of your foundation
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Money Managers

Money Managers

06/08/2018
Providing objective, strategic advice and operational support as needed
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Corporations

Corporations

06/08/2018
Trusted and comprehensive guidance to support your needs and corporate mission
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Corporate Retirement Plans

Corporate Retirement Plans

06/08/2018
Helping you establish and oversee a variety of plans
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Venture Capital

Venture Capital

06/08/2018
Our intense client focus and ability to work closely with specialists enable us to solve problems as they arise and deliver a seamless experience.
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Sudden Wealth

Sudden Wealth

06/08/2018
Confidently manage your new assets with the guidance of our experienced team
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Family Offices

Family Offices

06/08/2018
Sophisticated expertise in planning for today and future generations
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Institutions & Businesses

Institutions & Businesses

06/08/2018
Trusted and comprehensive guidance to support your needs and mission
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News & resources

Reviewing the building blocks of the global food chain

Reviewing the building blocks of the global food chain

04/15/2024
Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Markets & Investing
Odds and ends

Odds and ends

04/15/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
CPI inflation and Federal Reserve rates decision: Back to the drawing board?

CPI inflation and Federal Reserve rates decision: Back to the drawing board?

04/12/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Why the uptick in inflation isn't the start of a new trend

Why the uptick in inflation isn't the start of a new trend

04/12/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Take your business skills to the nonprofit sector

Take your business skills to the nonprofit sector

What business leaders should know about the nonprofit sector.
Business Ownership
Leveraging a non-occupant co-borrower to buy a home

Leveraging a non-occupant co-borrower to buy a home

For first-time homebuyers, qualifying for a mortgage loan can be a challenge. However, they do have options.
Family & Lifestyle
Companies' sustainability goals encourage efficiency

Companies' sustainability goals encourage efficiency

Companies show that environmental business practices can be good for business.
Technology & Innovation
After the Fed pivot: Where are the opportunities?

After the Fed pivot: Where are the opportunities?

04/10/2024
Senior Investment Strategist Tracey Manzi notes that with a Federal Reserve easing cycle on the horizon, the fixed income markets are relatively attractive.
Markets & Investing
Webinar replay - The next level up

Webinar replay - The next level up

04/08/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Should I stay (Short-Term) or should I go (Long-Term)?

Should I stay (Short-Term) or should I go (Long-Term)?

04/08/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Employment shows no signs of letting off

Employment shows no signs of letting off

04/05/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The U.S. economy keeps dodging obstacles

The U.S. economy keeps dodging obstacles

04/05/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Riches do not consist in the possession of treasures, but in the use made of them.
Napoleon Bonaparte
Connect with us

 

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