Glenn Rossman is a Financial Planner who focuses his entire practice on working with clients who are retiring soon, or work for Boeing, Microsoft, or Amazon.
Are you retiring soon or work for Boeing, Microsoft, or Amazon? If so, you've found a financial planning firm that serves clients just like you. Most firms work with anybody and act as generalists. TrueWealth Financial Partners believes that clients get higher quality advice by hiring a planning firm that caters to their exact needs. That's why we choose to focus our practice on working with clients who are retiring soon, or work at Boeing, Microsoft, or Amazon.
General Information |
| Firm Start Year: | 2016 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | LIC795282 |
| Name of Custodial Firm: | LPL Financial |
| States Licensed in: | All |
| Work Experience: | Glenn's professional background has been focused on mastering how to be the best possible advisor to clients retiring soon or working at Boeing, Microsoft, or Amazon. |
| Advisory Services Provided: | Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Estate Planning & Trusts, Retirement Planning, Portfolio Management, Financial Planning |
Firm Information |
| Assets Managed by Firm: | $144,366,901 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $750,000 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
| Investment advice offered through TrueWealth Financial Partners, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. TrueWealth Financial Partners and LPL Financial are separate entities. |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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